Attio
Attio is a powerful AI-driven tool designed to help you manage your contacts effectively and streamline your relationship management processes. By integrating with Attio, businesses can centralize contact data and enhance team collaboration to build stronger customer connections.
Features
- Centralized contact management to keep all information organized in one place
- Real-time syncing of contacts across multiple platforms
- Advanced search and filtering options for quick access to relevant contacts
- Collaborative features enabling teams to share insights and updates easily
- Customizable pipelines to track relationship stages and improve outreach strategies
Benefits
- Improved efficiency in managing vast contact lists
- Enhanced team collaboration leading to better relationship nurturing
- Reduced data entry errors through automatic syncing
- Better customer insights for personalized communication
- Increased sales opportunities by streamlining outreach and follow-ups
Available tools
7 actions available as tools
Update person
Update an existing person. [See the documentation](https://developers.attio.com/reference/patch_v2-objects-people-records-record-id).
Get record
Retrieves the record with the specified ID. [See the documentation](https://docs.attio.com/rest-api/endpoint-reference/records/get-a-record)
Delete list entry
Deletes an existing entry from a specific list. [See the documentation](https://developers.attio.com/reference/delete_v2-lists-list-entries-entry-id)
Create update record
Creates or updates a specific record such as a person or a deal. If the record already exists, it's updated. Otherwise, a new record is created. [See the documentation](https://developers.attio.com/reference/put_v2-objects-object-records)
Create task
Creates a new task. [See the documentation](https://docs.attio.com/rest-api/endpoint-reference/tasks/create-a-task) IMPORTANT: The arguments have specific formats. Please follow the instructions below: - assigneeIds: Return JSON in this format: string[]
Create person
Creates a new person. [See the documentation](https://developers.attio.com/reference/post_v2-objects-people-records).
Create note
Creates a new note for a given record. The note will be linked to the specified record. [See the documentation](https://developers.attio.com/reference/post_v2-notes)
