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Original file line number | Diff line number | Diff line change |
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--- | ||
title: Using Attio with Hypermode | ||
sidebarTitle: Attio | ||
description: Connect your Hypermode agent to Attio for CRM operations | ||
--- | ||
|
||
<div className="flex items-center gap-3 mb-6"> | ||
<img | ||
src="/images/agents/connections/icons/attio.png" | ||
alt="Attio" | ||
width={48} | ||
height={48} | ||
/> | ||
<div> | ||
<h2 className="text-2xl font-bold m-0">Attio</h2> | ||
<p className="text-gray-600 m-0"> | ||
Highly customizable, modern CRM platform | ||
</p> | ||
</div> | ||
</div> | ||
|
||
## 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: | ||
|
||
 | ||
|
||
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 | ||
|
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### Step 1: Create a new agent | ||
|
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From the Hypermode interface, create a new agent: | ||
|
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1. Click the agent dropdown menu | ||
2. Select "Create new Agent" | ||
|
||
 | ||
|
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### Step 2: Configure agent settings | ||
|
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Use these recommended settings for your Attio CRM agent: | ||
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||
- **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 | ||
|
||
 | ||
|
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### Step 3: View your agent profile | ||
|
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Once created, navigate to your agent's settings page: | ||
|
||
 | ||
|
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## Connecting to Attio | ||
|
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### Step 1: Add the Attio connection | ||
|
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Navigate to the **Connections** tab and add Attio: | ||
|
||
1. Click "Add connection" | ||
2. Search for "Attio" in the available connections | ||
|
||
 | ||
|
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### 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: | ||
|
||
 | ||
|
||
Follow the OAuth flow to grant Hypermode access to your Attio workspace. This | ||
secure process ensures your credentials are never directly stored in Hypermode. | ||
|
||
<Note> | ||
The OAuth flow ensures secure authentication without exposing your API | ||
credentials. You'll be redirected back to Hypermode once authorization is | ||
complete. | ||
</Note> | ||
|
||
## 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 | ||
|
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Start a new thread with your agent and test the connection: | ||
|
||
```text | ||
Can you show me the first 10 companies in our Attio CRM? | ||
``` | ||
|
||
 | ||
|
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### Test 2: Create a new company | ||
|
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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 | ||
``` | ||
|
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 | ||
|
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### Test 3: Create and manage a deal | ||
|
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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 | ||
``` | ||
|
||
 | ||
|
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### 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. | ||
danstarns marked this conversation as resolved.
Show resolved
Hide resolved
|
||
``` | ||
|
||
 | ||
|
||
## 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 | ||
|
||
<Note> | ||
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. | ||
</Note> | ||
|
||
## Troubleshooting | ||
|
||
### Common issues | ||
|
||
#### OAuth authentication failed | ||
|
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- 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) | ||
|
||
<Tip> | ||
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. | ||
</Tip> |
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Original file line number | Diff line number | Diff line change |
---|---|---|
|
@@ -223,4 +223,5 @@ upsell | |
will | ||
signup | ||
[sS]upabase | ||
schemaless | ||
schemaless | ||
CRMAgent |
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