Attio CRM Integration

Overview

The Attio integration automatically syncs your lead magnet submissions and engagement data to your Attio CRM. New submissions create contacts, and engagement updates existing records.

What Gets Synced

On Form Submission

When someone submits a Generic Link form:

On Engagement

When someone views content:

Setting Up

Prerequisites

• Team plan subscription
• Attio account (any plan)
• Admin access in both Vavolta and Attio

Step 1: Connect to Attio

1. Go to Settings > Integrations
2. Find Attio CRM
3. Click Connect
4. Log into Attio when prompted
5. Authorize Vavolta

Step 2: Configure Sync Settings

After connecting:

1. Choose what to sync:

   • Form submissions (recommended)
   • View events (optional)
   • Download events (optional)

2. Set sync behavior:

   • Create new contacts: Yes/No
   • Update existing: Yes/No
   • Match by: Email

Step 3: Map Fields (Optional)

Default mapping works for most users. For custom fields:

1. Click Field Mapping
2. Map Vavolta fields to Attio attributes
3. Create custom attributes in Attio if needed
4. Save mapping

How Sync Works

New Contact Creation

When a new email submits:

1. Vavolta checks if contact exists in Attio
2. If not found, creates new Person record
3. Populates available fields
4. Sets lead magnet source

Existing Contact Update

When a known email engages:

1. Vavolta finds existing contact
2. Updates engagement fields
3. Increments view count
4. Updates "last viewed" timestamp

Deduplication

Contacts are matched by email:

• Case-insensitive matching
• Updates existing rather than duplicating
• Primary email used for matching

Custom Attributes

Vavolta creates custom attributes in Attio:

Creating Custom Attributes

If attributes don't auto-create:

1. In Attio, go to Settings > Attributes
2. Create new attribute
3. Match exact name
4. Set appropriate type
5. Re-sync from Vavolta

Real-Time vs Batch

Real-Time Sync

Submissions sync immediately:

• New contact in Attio within seconds
• Ideal for sales follow-up
• No manual action needed

Engagement Sync

View data syncs in batches:

• Every 15 minutes
• Or on session end
• Reduces API calls

Manual Sync

Force immediate sync:

1. Go to Settings > Integrations > Attio
2. Click Sync Now
3. All pending data syncs

Sync Status

Viewing Status

Check integration health:

1. Go to Settings > Integrations
2. See Attio status:
   • Connected: Working normally
   • Syncing: Currently processing
   • Error: Issue detected

Sync History

View recent syncs:

• Last sync time
• Records synced
• Any errors

Using Data in Attio

Building Lists

Create lists based on Vavolta data:

1. In Attio, create new List
2. Filter by vavolta_lead_magnet
3. Or filter by vavolta_views > 3
4. Save for ongoing use

Sales Prioritization

Identify hot leads:

• Sort by vavolta_views (descending)
• Filter by vavolta_last_viewed (recent)
• High views + recent = ready to buy

Workflow Triggers

Use Vavolta data in Attio automations:

• When vavolta_views increases
• When new lead magnet source
• Based on engagement threshold

Disconnecting

Temporary Disconnect

Pause sync without losing settings:

1. Go to Settings > Integrations > Attio
2. Toggle Sync Active off
3. Connection preserved
4. Toggle on to resume

Full Disconnect

Remove integration entirely:

1. Go to Settings > Integrations > Attio
2. Click Disconnect
3. Confirm
4. OAuth revoked
5. Data remains in both systems

Troubleshooting

Contacts Not Syncing

Check connection status:

• Is Attio connected?
• Is sync enabled?

Check settings:

• "Create new contacts" enabled?
• Correct email matching?

Check Attio side:

• API limits reached?
• Permissions correct?

Duplicate Contacts

If seeing duplicates:

• Check email matching is enabled
• Verify email format consistency
• Merge duplicates in Attio
• Check for whitespace in emails

Missing Data

If fields aren't populating:

• Verify field mapping
• Check attribute exists in Attio
• Ensure attribute type matches
• Check for sync errors

Connection Lost

If connection drops:

1. Go to Settings > Integrations
2. Click Reconnect
3. Re-authorize in Attio
4. Settings should preserve

Best Practices

Field Hygiene

• Use consistent naming
• Keep mapping simple
• Don't over-map (less is more)

Regular Checks

• Monitor sync status weekly
• Check for errors
• Verify data quality

Attio Organization

• Use Lists for Vavolta leads
• Create views for engagement
• Set up notifications for hot leads

Data Privacy

What's Shared

Only necessary data:

• Email addresses
• Names (if collected)
• Engagement metrics
• Lead magnet names

Not Shared

• Content of lead magnets
• Other team member info
• Billing information
• Internal Vavolta data

Compliance

• Data flows over encrypted connection
• OAuth for secure authorization
• You control what syncs

Next Steps

• Webhooks - Add custom automations
• Analytics Overview - Understand your data
• Attio Documentation - Attio-specific guides