Attio

Attio is the first CRM provider. When an opportunity is ready, you can sync it (manually, or automatically if configured). The provider upserts:

• Company — matched on domains
• Person — matched on email addresses
• Deal / opportunity — object or list from integrations.mapping

Matching uses Attio’s PUT /v2/objects/{object}/records?matching_attribute=... so a second sync updates the same record. SignalDock metadata is written to the attributes you map in the app.

SetupCopy Anchor Link

1. Connect Attio on Integrations and save the API key (Vault).
2. Test the connection.
3. Map SignalDock fields to Attio attributes (including the deals object).
4. Sync from an opportunity (or enable auto-sync when you want that).

The opportunity detail shows CRM status and the external URL when a sync succeeds. Failures stay on crm_sync_records and on the processing timeline.