Attio integration overview

Overview

Attio is a CRM for go-to-market teams with a flexible data model for managing people, companies, and relationship data. Persona’s integration with Attio helps teams sync person records between Attio and Persona workflows, making it easier to create, retrieve, update, and review customer data without switching systems. It is especially helpful for teams that want to connect onboarding, verification, and case review workflows with their CRM.

Benefits

Automated record creation: Create Attio person records automatically from Persona workflows using collected identity and contact data.

Centralized customer data: Keep Attio as a system of record for people-related information while enriching Persona workflows with CRM context.

Improved operational efficiency: Reduce duplicate entry and context switching by syncing names, emails, phone numbers, company relationships, and other person attributes across systems.

Integration Features

Persona’s Attio integration allows teams to connect CRM data with onboarding, verification, and investigation workflows. Key capabilities include:

Automated Contact Creation: Create new Attio person records automatically using information collected during onboarding or verification.

CRM Data Enrichment: Pull Attio contact details into Persona workflows to give reviewers additional context during investigations or manual reviews.

Continuous Record Syncing: Keep Attio records up to date as new information becomes available in Persona, ensuring your CRM reflects the latest customer data.

Workflow-Driven CRM Updates: Trigger CRM updates automatically as part of workflows—for example after a verification completes, a case resolves, or new user information is collected.

Setting up the Attio integration

Prerequisites

To set up the Attio integration, ensure you have:

• Access to an Attio workspace
• Permission to authorize OAuth applications in Attio
• The required Attio scopes:
  • record_permission:read-write
  • object_configuration:read

Setting up Attio credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Attio.
2. Click Add Credential at the top of the page.
3. Enter a nickname for the credential and continue.
4. Sign in to Attio in the popup window if prompted.
5. Review the requested permissions and approve the connection.

Using the Attio integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new action step under Integrations.
3. Select the Attio integration and choose your Attio credentials.
4. Configure the input fields using data from your Persona workflow.
5. Save and publish the workflow.

Attio operations overview

In addition to syncing field values, Persona can take direct actions on Attio person records using Attio’s API. These actions support two-way workflows that connect CRM updates with verification, onboarding, and case review processes.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Attio integration:

Create Person Workflow Action Step

Creates a new person record in Attio with structured values from Persona.

Configuration Steps:

Provide values inside data.values for any supported person fields, such as:

• Email Addresses
• Name
• Description
• Company
• Phone Numbers
• Primary Location
• LinkedIn
• Job Title

List Person Records Workflow Action Step

Queries Attio person records and returns matching results.

Configuration Steps:

Optionally add:

• Filter: Query filters to narrow results
• Sorts: Sort direction, attribute, and field
• Limit: Maximum number of results to return
• Offset: Number of results to skip

Retrieve Person Workflow Action Step

Fetches a single person record by Attio record ID.

Configuration Steps:

Provide values for required fields:

• Record ID

Update Person Workflow Action Step

Updates an existing Attio person record by record ID.

Configuration Steps:

Provide values for required fields:

• Record ID
• Data.Values containing the fields you want to update

Supported update fields include:

• Email Addresses
• Name
• Description
• Company
• Phone Numbers
• Primary Location
• LinkedIn
• Job Title

FAQs

Can I associate a person with a company in Attio?

Yes. When creating or updating a person record, you can include company association data such as a company record ID or domain.

How can I avoid creating duplicate contacts in Attio?

Before creating a new person record, you can use the List Person Records action to search for an existing contact (for example, by email address) and only create a new record if one does not already exist.