Why connect Attio?
- Automatic deal sync — Deal pipelines sync with Flowla rooms, bringing company details, contacts, and deal stages into your rooms
- Bidirectional activity logging — Room views, action completions, and content engagement flow back to Attio as engagement notes on deal records
- Workflow automation — Trigger room creation and updates based on deal stage changes, attribute updates, or meeting transcriptions
- Complete visibility — See buyer engagement directly in your CRM without switching tools
How to connect Attio
1
Connect in Flowla
In the left sidebar, click Integrations. Find Attio under CRM integrations and click Connect. Confirm to complete the connection.
2
Copy the connection key
After connecting, you’ll see a connection key. Copy it.
3
Paste in Attio
In Attio, go to Workspace Settings → Apps → Flowla. Under the Connections tab, click Connect and paste your key.
What gets synced
From Attio → Flowla
From Flowla → Attio
Workflow automation
Set up workflows that automatically create personalised deal rooms when opportunities hit specific stages in Attio — so your team never has to manually trigger room creation.Example workflow
- Discovery call completed
- Deal stage moves to “In Progress” in Attio
- Workflow triggers automatically
- Personalised deal room is created
Trigger options
- Deal stage changes
- Attribute updates
Disconnect Attio
1
Open Integrations
In the left sidebar, click Integrations.
2
Find Attio
Find Attio and click Settings.
3
Disconnect
Click Disconnect and confirm your choice.
After disconnecting
- Data sync stops immediately
- Existing data in both platforms remains intact