Attio Integration (Beta)

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Features

• Bidirectional People Sync: Import and update contacts from Attio, with automatic matching by email address
• Company Sync: Keep company records synchronized between BuildBetter and Attio
• Call Summary Export: Automatically export BuildBetter call summaries as Attio notes, linked to relevant people and companies
• Custom Field Mapping: Map Attio’s custom attributes to BuildBetter fields
• Flexible Sync Modes: Choose to sync all records or only match existing ones

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How It Works

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Setup Guide

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Prerequisites

1. Attio Requirements:
   • Attio account with API access
   • Admin or owner permissions for OAuth authorization
2. BuildBetter Requirements:
   • Active BuildBetter account
   • Admin privileges for integration setup

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Quick Setup

1. Connect Attio
   • Go to Settings > Integrations in BuildBetter
   • Find Attio in the CRM section and click Connect
   • You’ll be redirected to Attio to authorize the connection
   • Grant the requested permissions and confirm
2. Configure Sync Settings
   • Import People and Companies: Enable to pull contacts from Attio into BuildBetter
   • Sync Mode: Choose between:
     • Match Existing (default): Only update records that already exist in BuildBetter
     • Sync All: Import all Attio records, creating new ones as needed
   • Export Call Summaries: Enable to send BuildBetter call summaries to Attio as notes
3. Select Fields to Sync
   • BuildBetter automatically discovers available Attio attributes
   • Choose which people fields to sync (email, name, job title, phone, company, etc.)
   • Choose which company fields to sync (domains, name, description, etc.)

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What Gets Synced

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People (Contacts)

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Companies

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Call Summary Notes

• Call date and duration
• Participant list
• AI-generated summary
• Link back to the full call in BuildBetter

• People: Matched by participant email addresses
• Companies: Matched by email domain

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Sync Behavior

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Automatic Sync

• Runs every 4 hours
• Processes up to 10,000 records per sync cycle
• Uses pagination for large datasets

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Matching Logic

• People: Matched by email address
• Companies: Matched by domain
• Existing records are updated; new records created based on sync mode

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Conflict Resolution

• BuildBetter respects Attio as the source of truth for contact/company data
• Call summary notes are additive (never overwrite existing Attio notes)

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Troubleshooting

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Connection Issues

• Your OAuth token has expired
• Click Reconnect in integration settings
• Re-authorize with Attio

• Check that your Attio account still has API access
• Verify you have permission to access the records being synced
• Review the integration logs in BuildBetter for specific error messages

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Data Not Syncing

• Confirm the integration status shows “Active”
• Check your sync mode setting (Match Existing vs Sync All)
• Verify the fields you want are selected in the sync configuration
• Allow up to 4 hours for the next automatic sync, or trigger a manual sync

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Privacy & Data

• BuildBetter only accesses Attio data you explicitly authorize
• Contact and company data is stored securely in your BuildBetter workspace
• Call summary notes exported to Attio remain in your Attio workspace
• You can disconnect at any time to stop all data sync

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Support

• Email: [email protected]
• Visit our Help Center