Attio is a powerful CRM platform that helps teams manage customer relationships and data effectively. With Relevance AI, you can elevate your CRM experience by automating workflows and leveraging AI-driven insights.
Attio provides robust CRM capabilities for managing customer relationships. Relevance AI amplifies this by enabling AI Agents to automate tasks, analyze data, and drive insights effortlessly.
Real-Time Relationship Intelligence
The agent continuously analyzes customer interactions across channels to provide instant relationship insights and engagement scoring.
Dynamic Customer Journey Optimization
Proactively identifies opportunities and risks throughout the customer lifecycle using real-time data analysis.
Strategic Insight Generation
Transforms raw CRM data into actionable business intelligence through advanced pattern recognition and trend analysis.
Relevance AI seamlessly integrates with Attio to enhance your CRM workflows with intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- An Attio account
- A Relevance AI account with access to the projects and datasets you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
This integration enables seamless interaction between Attio's CRM capabilities and Relevance AI's workflow automation platform. With this integration, you can manage customer relationships, create and update records, manage notes, and handle list entries programmatically while leveraging Relevance AI's powerful automation features.
Key benefits include automated CRM record management, streamlined customer data workflows, secure OAuth-based authentication, and flexible API endpoints for custom implementations.
To get started, ensure you have an active Attio account with API access, a Relevance AI account with appropriate access levels, and OAuth credentials for Attio authentication. You will also need Node.js 12.x or higher, an HTTPS-enabled environment, and a modern web browser for the OAuth flow.
Once you have the necessary accounts and system requirements, configure OAuth authentication and set up the base URL for the Attio API. Initialize the API client to begin making requests.
For creating a new record, use the provided code snippet to structure your request. Similarly, you can add notes to records and manage list entries with the respective code examples.
For custom API calls, structure your request with the appropriate method, path, and body. Ensure you handle common issues such as authentication errors, record creation failures, API rate limiting, and invalid object references by following the troubleshooting guidelines.
Implement best practices for error handling, data validation, and response processing to ensure your integration runs smoothly. For additional support or specific use cases, refer to the full API documentation or contact technical support.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Attio + Relevance AI integration without writing code:
- Start with a well-structured Attio workspace: Use clear object and attribute names to maintain consistency in your data.
- Leverage pre-built workflows: Relevance AI provides templates for managing records, notes, and list entries—perfect for quick implementation.
- Ensure proper authentication: Double-check your OAuth credentials and permissions to avoid access issues during setup.
- Test your automations: Validate your workflows with sample data before applying them to live records to minimize errors.
- Monitor API usage: Be mindful of rate limits by batching requests and implementing throttling to prevent service interruptions.
