How it works
Attio helps teams manage customer relationships. Connect it to build directories, intake forms, and record editors around your CRM. App visitors don’t need their own Attio accounts; your app uses the workspace access you approve. By connecting Attio, you can:- Search and display CRM records
- Create records for people, companies, and other available record types
- Update details on existing records
- Match an existing record before creating a new one
- Build filtered views using your Attio fields
How to integrate Attio into your app
1
Connect to Attio
Ask Zite to connect your app to Attio in the chat box. Alternatively, click +, select Integrations, then choose Attio.Sign in to Attio, choose the workspace, and approve the requested access. You can select an existing connection if one is available.
2
Describe your use case
Tell Zite which records your team needs to work with. For example, “Build a company directory with a form to update account details.”For intake forms, explain how to recognize an existing record so the app can update it instead of creating a duplicate.
3
Test and publish
Use a sample record to test searching, creating, and editing. Check the result in Attio, including any fields that can hold several values.Click Publish in the upper-right corner to make the Attio features available in your live app.
Common use cases
With an Attio connection, you can create apps like:- Company Directories: Search and view customer details.
- Lead Intake: Capture new prospects and update matching records.
- Account Editors: Let your team maintain customer information.
- Pipeline Views: Group CRM records by status or other fields.
Important notes
- Workspace access: The app uses the connected Attio workspace and its granted permissions. Choose who can use your app with that access in mind.
- Matching records: Tell Zite which unique field identifies an existing record. Duplicate prevention depends on the matching rule your app uses.
- Field options: Status and select fields must use options that exist in Attio. Say whether an edit should add to or replace existing selections.
- Complete lists: For large directories, ask for all matching records across multiple pages of results. A single page is not the entire workspace.
- Connection errors: If access has been revoked, reconnect Attio. For other failures, share the error with Zite so it can check the field values or request limits.
Need help with this integration? Contact support@zite.com.