diff --git a/agents/available-connections.mdx b/agents/available-connections.mdx index 65f365b9..c52be470 100644 --- a/agents/available-connections.mdx +++ b/agents/available-connections.mdx @@ -742,6 +742,19 @@ agent card for the full list. Customer relationship magic. Powerful, flexible, and data-driven, Attio makes it easy to build the exact CRM your business needs. +
+ + 62 tools + + + + Details + +
+
diff --git a/agents/connections/attio.mdx b/agents/connections/attio.mdx new file mode 100644 index 00000000..5562d883 --- /dev/null +++ b/agents/connections/attio.mdx @@ -0,0 +1,236 @@ +--- +title: Using Attio with Hypermode +sidebarTitle: Attio +description: Connect your Hypermode agent to Attio for CRM operations +--- + +
+ Attio +
+

Attio

+

+ Highly customizable, modern CRM platform +

+
+
+ +## Overview + +Attio is a modern, highly customizable CRM platform that helps businesses manage +customer relationships, track deals, and organize data in a flexible way. This +guide will walk you through connecting your Hypermode agent to Attio for +automated CRM operations. + +## Prerequisites + +Before connecting Attio to Hypermode, you'll need: + +1. An [Attio workspace](https://attio.com/) +2. Admin permissions to generate API credentials +3. A [Hypermode workspace](https://hypermode.com/) + +## Getting started with Attio + +### Step 1: Sign up for Attio + +If you don't have an Attio account yet, you'll need to create one first. Visit +the Attio homepage to get started: + +![Attio Homepage](/images/connections/attio/homepage.png) + +Click "Sign up" to create your new Attio workspace. You'll need admin access to +generate the API credentials required for the Hypermode integration. + +### Step 2: Note your workspace domain + +Your Attio workspace URL will be in the format +`https://[workspace-name].attio.com`. Make note of your workspace name as you'll +authenticate through Attio when adding the connection to Hypermode. + +## Creating your Attio agent + +### Step 1: Create a new agent + +From the Hypermode interface, create a new agent: + +1. Click the agent dropdown menu +2. Select "Create new Agent" + +![Navigate to create agent](/images/connections/attio/navigate-create-agent.png) + +### Step 2: Configure agent settings + +Use these recommended settings for your Attio CRM agent: + +- **Agent Name**: CRMAgent +- **Agent Title**: Attio CRM Manager +- **Description**: Manages customer relationships and deal tracking in Attio CRM +- **Instructions**: You have a connection to Attio CRM. You can create and + update companies and deals, search for existing records, manage deal + pipelines, and track customer interactions. Always confirm data before making + changes and provide clear summaries of actions taken. +- **Model**: GPT-4.1 - Default - Optionally, use Claude for best results + +![Create agent modal](/images/connections/attio/create-agent-modal.png) + +### Step 3: View your agent profile + +Once created, navigate to your agent's settings page: + +![Agent profile](/images/connections/attio/agent-profile.png) + +## Connecting to Attio + +### Step 1: Add the Attio connection + +Navigate to the **Connections** tab and add Attio: + +1. Click "Add connection" +2. Search for "Attio" in the available connections + +![Add Attio connection](/images/connections/attio/add-attio-connection.png) + +### Step 2: Configure connection with OAuth + +When you select Attio, you'll be prompted to authenticate via OAuth. This will +redirect you to Attio's authorization page: + +![Attio App Request](/images/connections/attio/attio-app-request.png) + +Follow the OAuth flow to grant Hypermode access to your Attio workspace. This +secure process ensures your credentials are never directly stored in Hypermode. + + + The OAuth flow ensures secure authentication without exposing your API + credentials. You'll be redirected back to Hypermode once authorization is + complete. + + +## Understanding Attio's data model + +Attio uses a flexible data model that includes: + +- **Companies**: Organizations and account details +- **Deals**: Sales opportunities and their progress through pipelines +- **Custom Objects**: Any custom data types you've created +- **Lists**: Collections of records with shared characteristics +- **Attributes**: Custom fields that can be added to any object type + +This flexibility makes Attio perfect for: + +- Complex sales pipeline management +- Detailed customer relationship tracking +- Custom workflow automation +- Advanced reporting and analytics + +## Testing the connection + +### Test 1: Search for existing companies + +Start a new thread with your agent and test the connection: + +```text +Can you show me the first 10 companies in our Attio CRM? +``` + +![Search companies result](/images/connections/attio/first-companies.png) + +### Test 2: Create a new company + +Try adding a new company to your CRM: + +```text +Introspect the workspace and create a new company in Attio with the following details: + +Name: Tech Solutions Inc +Website (domain): techsolutions.com +Industry/Category: Software +Employee Range: 50-100 +Description: A leading provider of innovative tech solutions. +Primary Location: San Francisco, CA +``` + +![Create company](/images/connections/attio/create-company.png) + +### Test 3: Create and manage a deal + +Create a sales opportunity and track its progress: + +```text +Create a new deal in Attio: +- Deal name: "Q1 Enterprise Software License" +- Company: Tech Solutions Inc +- Value: $50,000 +- Stage: Discovery +``` + +![Create deal](/images/connections/attio/create-deal.png) + +### Test 4: Update deal status + +Move the deal through your pipeline: + +```text +Add a note about the "Enterprise Software License - TechCorp" deal that the demo completed yesterday. +``` + +![Add note](/images/connections/attio/add-note.png) + +## What you can do + +With your Attio connection established, your agent can: + +- **Manage companies**: Create, update, and search for organizations and account + details +- **Track deals**: Create opportunities, update pipeline stages, and manage deal + values +- **Organize data**: Use lists and custom attributes to categorize records +- **Search and filter**: Find records based on various criteria +- **Generate reports**: Analyze pipeline health and company data +- **Integrate workflows**: Combine CRM operations with other tools like email, + calendar, and project management + + + The Attio connection provides access to a comprehensive set of tools for CRM + management focused on companies and deals. The available tools may vary as we + optimize the connection for the most commonly used operations. + + +## Troubleshooting + +### Common issues + +#### OAuth authentication failed + +- Ensure you have admin permissions in your Attio workspace +- Try clearing your browser cache and cookies +- Make sure you're logged into the correct Attio workspace during OAuth flow + +#### "Workspace not found" error + +- Confirm you completed the OAuth flow successfully +- Check that your workspace domain is spelled correctly +- Verify you have access to the workspace + +#### Record creation failures + +- Ensure required fields are provided for the object type +- Check that attribute names match exactly (case-sensitive) +- Verify that enum values are valid for dropdown fields + +## Learn more + +- [Attio Documentation](https://developers.attio.com/) +- [Attio API Reference](https://developers.attio.com/reference) +- [CRM Best Practices](https://attio.com/blog) + + + Combine Attio with other Hypermode connections to build powerful sales + workflows. For example, use Gmail to automatically log email interactions, or + Google Calendar to schedule follow-up meetings directly from deal records. + diff --git a/docs.json b/docs.json index 60b01931..649e6ad7 100644 --- a/docs.json +++ b/docs.json @@ -69,9 +69,18 @@ "group": "Available Connections", "pages": [ "agents/available-connections", - "agents/connections/supabase", - "agents/connections/neo4j", - "agents/connections/mongodb" + { + "group": "Sales", + "pages": ["agents/connections/attio"] + }, + { + "group": "Databases", + "pages": [ + "agents/connections/supabase", + "agents/connections/neo4j", + "agents/connections/mongodb" + ] + } ] } ] diff --git a/images/connections/attio/add-attio-connection.png b/images/connections/attio/add-attio-connection.png new file mode 100644 index 00000000..235f65d0 Binary files /dev/null and b/images/connections/attio/add-attio-connection.png differ diff --git a/images/connections/attio/add-note.png b/images/connections/attio/add-note.png new file mode 100644 index 00000000..969143f3 Binary files /dev/null and b/images/connections/attio/add-note.png differ diff --git a/images/connections/attio/agent-profile.png b/images/connections/attio/agent-profile.png new file mode 100644 index 00000000..1c7f68ed Binary files /dev/null and b/images/connections/attio/agent-profile.png differ diff --git a/images/connections/attio/attio-app-request.png b/images/connections/attio/attio-app-request.png new file mode 100644 index 00000000..9109d7a4 Binary files /dev/null and b/images/connections/attio/attio-app-request.png differ diff --git a/images/connections/attio/create-agent-modal.png b/images/connections/attio/create-agent-modal.png new file mode 100644 index 00000000..b2de6419 Binary files /dev/null and b/images/connections/attio/create-agent-modal.png differ diff --git a/images/connections/attio/create-company.png b/images/connections/attio/create-company.png new file mode 100644 index 00000000..42a4f2de Binary files /dev/null and b/images/connections/attio/create-company.png differ diff --git a/images/connections/attio/create-deal.png b/images/connections/attio/create-deal.png new file mode 100644 index 00000000..616c28ae Binary files /dev/null and b/images/connections/attio/create-deal.png differ diff --git a/images/connections/attio/first-companies.png b/images/connections/attio/first-companies.png new file mode 100644 index 00000000..860f1cf4 Binary files /dev/null and b/images/connections/attio/first-companies.png differ diff --git a/images/connections/attio/homepage.png b/images/connections/attio/homepage.png new file mode 100644 index 00000000..74dfea65 Binary files /dev/null and b/images/connections/attio/homepage.png differ diff --git a/images/connections/attio/navigate-create-agent.png b/images/connections/attio/navigate-create-agent.png new file mode 100644 index 00000000..94eb6f5c Binary files /dev/null and b/images/connections/attio/navigate-create-agent.png differ diff --git a/styles/config/vocabularies/general/accept.txt b/styles/config/vocabularies/general/accept.txt index 1541aca0..1e8492c8 100644 --- a/styles/config/vocabularies/general/accept.txt +++ b/styles/config/vocabularies/general/accept.txt @@ -223,4 +223,5 @@ upsell will signup [sS]upabase -schemaless \ No newline at end of file +schemaless +CRMAgent \ No newline at end of file