Connect
1
Create an access token
In Attio, open Workspace settings → Developers (or go straight to
developer settings) and
click New access token.
2
Give it access
Grant read-write access to records and notes, and read access to
object configuration. Copy the token.
3
Paste it in ManyPI
Open Integrations in the sidebar, click Attio, paste the token, and
click Connect.
What you can do
Import contacts
Import contacts
Open the Attio connection under Integrations and click Import Attio
contacts. Choose what they are:
- Prospects to reach out to become leads you can add to campaigns.
- Existing customers go on your do-not-contact list, so nobody you already work with gets cold email.
Send leads
Send leads
In Leads, tick the leads you want (or filter the list), open
Export, and click Send to Attio. Leads already in Attio with the
same email are updated, not duplicated.
Add leads automatically
Add leads automatically
Two switches on the connection, both on by default:
- Add leads who reply positively, with their reply as a note.
- Add leads who book a meeting, with the meeting as a note.
