Attio

If your team uses Attio for CRM, connecting it lets Alma incorporate your contact and deal data into the organizational memory.

What Alma captures

• Contacts — People and companies in your CRM.
• Deals — Pipeline stages, values, and status.
• Relationships — How contacts and companies are connected.
• Notes — Notes attached to contacts and companies.
• Lists & list entries — Custom lists and their entries.
• Comments — Comments on records and activities.
• Activity — CRM activity and updates.

Agent capabilities

With Attio connected, agents can:

• Look up contact and deal information.
• Update CRM records.
• Reference CRM context when executing responsibilities.

Connecting

1. Go to Settings → Connections.
2. Click Connect on Attio.
3. Authorize Alma with your Attio workspace.

Attio is an organization-level connection.