Connect Attio

Attio is a CRM a lot of startups use. Connect it with a key and send your affiliates there.

Make a key in Attio

1. In Attio, open Workspace settings, then Developers.
2. Make a new access token.
3. Give it these scopes:
   • Records: read and write
   • Object configuration: read and write
   • List entries: read and write, if you'll send to a list
   • List configuration: read and write, if you'll send to a list
4. Copy the token.

Connect

1. Go to Settings, then Integrations.
2. On the Attio card, press Connect and paste the token.

We check it with one read, then store it encrypted. You won't see it again.

Pick where they go

Under Affiliates go to, pick People, or a list built on People.

Send

1. Go to Lists.
2. On a list or a segment, press Send to another tool, then Attio.
3. Press Check who goes, then Send to Attio.

What lands in Attio

• One person per affiliate with an email, matched by email. Someone already there is updated.
• Their stage, in a text field called RecruitAffiliates.ai stage. It sits on the person, or on their list entry if you picked a list.
• Affiliates with no email are skipped. So are people who asked to be removed or unsubscribed.

Keep stages in sync

Tick Keep stages in sync on the card. Once a day, anyone who moved stage here is updated in Attio. Nothing comes back from Attio.

Plans

Attio works on Attio's free plan. Here, it needs a paid plan with exports, Launch or higher.