How to connect Attio.

What it does

• Your Attio people show up when you pick who to write to, marked from Attio.
• Deals help SnailReach suggest who deserves a letter.
• Letter events go back to Attio as notes on the person and the deal. When a seal breaks, the rep also gets a task to call within 10 minutes.

What SnailReach reads from Attio

• People: name, email address, job title and company.
• Companies: name and domain, so letters group by company.
• Deals: name, stage, value, owner and the people on each deal.

What SnailReach writes to Attio

• Notes on the person, and on the deal when there is one: letter sent, seal broken, reply, meeting booked, video watched and forwarded.
• Tasks: when a seal breaks, a task to call within 10 minutes, linked to the person and deal. It's assigned to the rep's Attio account, matched by email or by name.
• New people: when you write to someone who isn't in Attio yet (from a CSV or added by hand), or a letter is forwarded to a colleague, SnailReach adds them as a person so their letters have a home.

Connect it

1. Sign in to SnailReach as an admin and go to Settings, then Your setup.
2. Under CRM, on the Attio card, click Connect. If the button changes to Continue, click it once more.
3. An Attio window opens. Pick your Attio workspace and approve access.

The first sync starts within a minute. Attio is read in full every few hours, so a big workspace takes a little while to come in.

To see exactly what goes back, click What we log in Attio on the Attio card.

Disconnect it

1. Sign in to SnailReach as an admin and go to Settings, then Your setup.
2. On the Attio card, click Disconnect, then Yes, disconnect.
3. SnailReach stops reading and writing right away. Notes and tasks already in Attio stay there.

Good to know

• One CRM at a time. Connecting another one switches over from Attio.
• If the card ever says Needs attention, click Reconnect. It keeps every contact's link. Disconnect clears them, and connecting again later reads every contact again.
• Only an admin can connect or change the CRM. Everyone on the team gets the contacts.
• Letters sent before you connected stay out of Attio. Everything from now on goes in.

Still stuck? Email support@snailreach.com with a screenshot and we'll sort it out with you.