Attio relationships kept warm across your whole network

Ideas to put to work

Your firm's network, mapped and kept warm, with every conversation on the record.

• A

  Who knows whom at a target account

  Sofia reads people, companies, notes and meetings and shows who in the firm knows whom at a target company, and how recently they spoke.

• A

  Network kept current from email

  Sofia reads Gmail threads with your contacts and, with your approval, updates their Attio records and adds a note on what was discussed.

• A

  Campaign lists built from relationships

  Sofia adds the right records to a list and, with your approval, adds them as tagged Mailchimp subscribers for the campaign.

• AG

  Meetings turned into tasks

  Sofia reads Granola notes from client meetings and creates Attio tasks for each commitment, with your approval.

Works well with

• GmailGoogle's email for business
• MailchimpEmail marketing and newsletters
• GGranolaAI meeting notes app
• SalesforceCRM for accounts, contacts and sales pipeline
• HubSpotCRM and marketing platform for growing businesses
• PPipedriveSales CRM built around the deal pipeline
• Zoho CRMCRM for leads, contacts and deals
• AffinityRelationship intelligence CRM for dealmaking firms