Attio Integration With Salesforge

Attio is a modern CRM that focuses on team collaboration and enriched contact data. Its integration with Salesforge connects your cold email workflows to live CRM data. Once linked, you can import contacts from an Attio list into Salesforge and keep those contacts updated in both systems. This keeps outreach activity and customer data aligned.

Key Features

The integration keeps contacts in sync both ways. You first connect Attio via OAuth in Salesforge. Then you map contact fields (Salesforge auto-maps standard fields like name/email). Next, use "Import from Attio" in Salesforge's Contacts: select an Attio list, add a tag, and import. In the Attio sync settings, you can then pull updates for those imported contacts from Attio (syncs run every 15 minutes) and optionally push Salesforge contact updates back into Attio. Sync applies only to contacts imported through the Attio import flow, not to every contact in your Attio workspace.

How To Use It

1. Set up by going to Settings -> Integrations -> Attio in Salesforge and clicking Connect.
2. Authorize the OAuth prompt.
3. Next, map the fields as instructed.
4. To import, go to Salesforge Contacts -> Import from Attio, pick a list and tag, and load the contacts.
5. In the Attio settings within Salesforge, under Sync, choose how those imported contacts should stay updated (Attio -> Salesforge and/or Salesforge->Attio).
6. Optionally enable contact deletion sync so deletions are mirrored for those imported contacts.