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
Connect in Flowla
In the left sidebar, click Integrations. Find Attio under CRM integrations and click Connect. Confirm to complete the connection.
What gets synced
From Attio → Flowla
| Data | How it’s used |
|---|---|
| Company details | Displayed in linked rooms |
| Contact information | Pre-populated for personalisation |
| Deal stages | Synced automatically with room status |
From Flowla → Attio
| Activity | Where it appears |
|---|---|
| Room views | Engagement notes on deal record |
| Action completions | Logged as deal activity |
| Content engagement | Tracked on contact timeline |
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
After disconnecting
- Data sync stops immediately
- Existing data in both platforms remains intact