|
| 1 | +--- |
| 2 | +title: Using Attio with Hypermode |
| 3 | +sidebarTitle: Attio |
| 4 | +description: Connect your Hypermode agent to Attio for CRM operations |
| 5 | +--- |
| 6 | + |
| 7 | +<div className="flex items-center gap-3 mb-6"> |
| 8 | + <img |
| 9 | + src="/images/agents/connections/icons/attio.png" |
| 10 | + alt="Attio" |
| 11 | + width={48} |
| 12 | + height={48} |
| 13 | + /> |
| 14 | + <div> |
| 15 | + <h2 className="text-2xl font-bold m-0">Attio</h2> |
| 16 | + <p className="text-gray-600 m-0"> |
| 17 | + Highly customizable, modern CRM platform |
| 18 | + </p> |
| 19 | + </div> |
| 20 | +</div> |
| 21 | + |
| 22 | +## Overview |
| 23 | + |
| 24 | +Attio is a modern, highly customizable CRM platform that helps businesses manage |
| 25 | +customer relationships, track deals, and organize data in a flexible way. This |
| 26 | +guide will walk you through connecting your Hypermode agent to Attio for |
| 27 | +automated CRM operations. |
| 28 | + |
| 29 | +## Prerequisites |
| 30 | + |
| 31 | +Before connecting Attio to Hypermode, you'll need: |
| 32 | + |
| 33 | +1. An [Attio workspace](https://attio.com/) |
| 34 | +2. Admin permissions to generate API credentials |
| 35 | +3. A [Hypermode workspace](https://hypermode.com/) |
| 36 | + |
| 37 | +## Getting started with Attio |
| 38 | + |
| 39 | +### Step 1: Sign up for Attio |
| 40 | + |
| 41 | +If you don't have an Attio account yet, you'll need to create one first. Visit |
| 42 | +the Attio homepage to get started: |
| 43 | + |
| 44 | + |
| 45 | + |
| 46 | +Click "Sign up" to create your new Attio workspace. You'll need admin access to |
| 47 | +generate the API credentials required for the Hypermode integration. |
| 48 | + |
| 49 | +### Step 2: Note your workspace domain |
| 50 | + |
| 51 | +Your Attio workspace URL will be in the format |
| 52 | +`https://[workspace-name].attio.com`. Make note of your workspace name as you'll |
| 53 | +authenticate through Attio when adding the connection to Hypermode. |
| 54 | + |
| 55 | +## Creating your Attio agent |
| 56 | + |
| 57 | +### Step 1: Create a new agent |
| 58 | + |
| 59 | +From the Hypermode interface, create a new agent: |
| 60 | + |
| 61 | +1. Click the agent dropdown menu |
| 62 | +2. Select "Create new Agent" |
| 63 | + |
| 64 | + |
| 65 | + |
| 66 | +### Step 2: Configure agent settings |
| 67 | + |
| 68 | +Use these recommended settings for your Attio CRM agent: |
| 69 | + |
| 70 | +- **Agent Name**: CRMAgent |
| 71 | +- **Agent Title**: Attio CRM Manager |
| 72 | +- **Description**: Manages customer relationships and deal tracking in Attio CRM |
| 73 | +- **Instructions**: You have a connection to Attio CRM. You can create and |
| 74 | + update companies and deals, search for existing records, manage deal |
| 75 | + pipelines, and track customer interactions. Always confirm data before making |
| 76 | + changes and provide clear summaries of actions taken. |
| 77 | +- **Model**: GPT-4.1 - Default - Optionally, use Claude for best results |
| 78 | + |
| 79 | + |
| 80 | + |
| 81 | +### Step 3: View your agent profile |
| 82 | + |
| 83 | +Once created, navigate to your agent's settings page: |
| 84 | + |
| 85 | + |
| 86 | + |
| 87 | +## Connecting to Attio |
| 88 | + |
| 89 | +### Step 1: Add the Attio connection |
| 90 | + |
| 91 | +Navigate to the **Connections** tab and add Attio: |
| 92 | + |
| 93 | +1. Click "Add connection" |
| 94 | +2. Search for "Attio" in the available connections |
| 95 | + |
| 96 | + |
| 97 | + |
| 98 | +### Step 2: Configure connection with OAuth |
| 99 | + |
| 100 | +When you select Attio, you'll be prompted to authenticate via OAuth. This will |
| 101 | +redirect you to Attio's authorization page: |
| 102 | + |
| 103 | + |
| 104 | + |
| 105 | +Follow the OAuth flow to grant Hypermode access to your Attio workspace. This |
| 106 | +secure process ensures your credentials are never directly stored in Hypermode. |
| 107 | + |
| 108 | +<Note> |
| 109 | + The OAuth flow ensures secure authentication without exposing your API |
| 110 | + credentials. You'll be redirected back to Hypermode once authorization is |
| 111 | + complete. |
| 112 | +</Note> |
| 113 | + |
| 114 | +## Understanding Attio's data model |
| 115 | + |
| 116 | +Attio uses a flexible data model that includes: |
| 117 | + |
| 118 | +- **Companies**: Organizations and account details |
| 119 | +- **Deals**: Sales opportunities and their progress through pipelines |
| 120 | +- **Custom Objects**: Any custom data types you've created |
| 121 | +- **Lists**: Collections of records with shared characteristics |
| 122 | +- **Attributes**: Custom fields that can be added to any object type |
| 123 | + |
| 124 | +This flexibility makes Attio perfect for: |
| 125 | + |
| 126 | +- Complex sales pipeline management |
| 127 | +- Detailed customer relationship tracking |
| 128 | +- Custom workflow automation |
| 129 | +- Advanced reporting and analytics |
| 130 | + |
| 131 | +## Testing the connection |
| 132 | + |
| 133 | +### Test 1: Search for existing companies |
| 134 | + |
| 135 | +Start a new thread with your agent and test the connection: |
| 136 | + |
| 137 | +```text |
| 138 | +Can you show me the first 10 companies in our Attio CRM? |
| 139 | +``` |
| 140 | + |
| 141 | + |
| 142 | + |
| 143 | +### Test 2: Create a new company |
| 144 | + |
| 145 | +Try adding a new company to your CRM: |
| 146 | + |
| 147 | +```text |
| 148 | +Introspect the workspace and create a new company in Attio with the following details: |
| 149 | +
|
| 150 | +Name: Tech Solutions Inc |
| 151 | +Website (domain): techsolutions.com |
| 152 | +Industry/Category: Software |
| 153 | +Employee Range: 50-100 |
| 154 | +Description: A leading provider of innovative tech solutions. |
| 155 | +Primary Location: San Francisco, CA |
| 156 | +``` |
| 157 | + |
| 158 | + |
| 159 | + |
| 160 | +### Test 3: Create and manage a deal |
| 161 | + |
| 162 | +Create a sales opportunity and track its progress: |
| 163 | + |
| 164 | +```text |
| 165 | +Create a new deal in Attio: |
| 166 | +- Deal name: "Q1 Enterprise Software License" |
| 167 | +- Company: Tech Solutions Inc |
| 168 | +- Value: $50,000 |
| 169 | +- Stage: Discovery |
| 170 | +``` |
| 171 | + |
| 172 | + |
| 173 | + |
| 174 | +### Test 4: Update deal status |
| 175 | + |
| 176 | +Move the deal through your pipeline: |
| 177 | + |
| 178 | +```text |
| 179 | +Add a note about the "Enterprise Software License - TechCorp" deal that the demo completed yesterday. |
| 180 | +``` |
| 181 | + |
| 182 | + |
| 183 | + |
| 184 | +## What you can do |
| 185 | + |
| 186 | +With your Attio connection established, your agent can: |
| 187 | + |
| 188 | +- **Manage companies**: Create, update, and search for organizations and account |
| 189 | + details |
| 190 | +- **Track deals**: Create opportunities, update pipeline stages, and manage deal |
| 191 | + values |
| 192 | +- **Organize data**: Use lists and custom attributes to categorize records |
| 193 | +- **Search and filter**: Find records based on various criteria |
| 194 | +- **Generate reports**: Analyze pipeline health and company data |
| 195 | +- **Integrate workflows**: Combine CRM operations with other tools like email, |
| 196 | + calendar, and project management |
| 197 | + |
| 198 | +<Note> |
| 199 | + The Attio connection provides access to a comprehensive set of tools for CRM |
| 200 | + management focused on companies and deals. The available tools may vary as we |
| 201 | + optimize the connection for the most commonly used operations. |
| 202 | +</Note> |
| 203 | + |
| 204 | +## Troubleshooting |
| 205 | + |
| 206 | +### Common issues |
| 207 | + |
| 208 | +#### OAuth authentication failed |
| 209 | + |
| 210 | +- Ensure you have admin permissions in your Attio workspace |
| 211 | +- Try clearing your browser cache and cookies |
| 212 | +- Make sure you're logged into the correct Attio workspace during OAuth flow |
| 213 | + |
| 214 | +#### "Workspace not found" error |
| 215 | + |
| 216 | +- Confirm you completed the OAuth flow successfully |
| 217 | +- Check that your workspace domain is spelled correctly |
| 218 | +- Verify you have access to the workspace |
| 219 | + |
| 220 | +#### Record creation failures |
| 221 | + |
| 222 | +- Ensure required fields are provided for the object type |
| 223 | +- Check that attribute names match exactly (case-sensitive) |
| 224 | +- Verify that enum values are valid for dropdown fields |
| 225 | + |
| 226 | +## Learn more |
| 227 | + |
| 228 | +- [Attio Documentation](https://developers.attio.com/) |
| 229 | +- [Attio API Reference](https://developers.attio.com/reference) |
| 230 | +- [CRM Best Practices](https://attio.com/blog) |
| 231 | + |
| 232 | +<Tip> |
| 233 | + Combine Attio with other Hypermode connections to build powerful sales |
| 234 | + workflows. For example, use Gmail to automatically log email interactions, or |
| 235 | + Google Calendar to schedule follow-up meetings directly from deal records. |
| 236 | +</Tip> |
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