How to use Attio in Incredible

What is Attio?

Attio is a collaborative, customizable CRM platform designed for modern teams to manage relationships and workflows with real-time data syncing. When integrated with Incredible, it becomes a powerful automation tool that can handle your customer relationship management tasks automatically.

Getting Started with Attio in Incredible

Once you've connected your Attio account to Incredible, you can start creating agents that interact with your CRM data. The integration gives you access to all your customer records, deals, companies, and tasks directly through natural language commands.

To begin using Attio, simply create a new agent and select Attio from the available integrations. You'll be able to access all your CRM data and perform actions like creating new records, updating existing ones, and pulling insights from your database.

Authenticating your Account

To connect your Attio account to Incredible you can first click on the account icons next to the apps and connect your account by clicking on the “connect” option

You will be redirected to Attio’s permissions page to confirm access to your account.

Once you confirm, you’ll be redirected to Incredible and you can start using Attio in Incredible through simply describing your task in the prompt box.

Basic Operations You Can Perform

With the Attio integration, your agents can handle a wide variety of CRM tasks. You can list and filter records by different criteria, such as pulling all deals in a specific stage or finding contacts from particular companies. Creating new records is just as simple - whether you need to add a new person, company, or deal to your CRM.

Updating existing records is seamless too. Your agents can change deal stages, update contact information, or modify any other field in your CRM. You can also create and manage notes, tasks, and workspaces directly through your incredible agents.

Simple Prompting Examples

When working with Attio through Incredible, use clear and specific prompts. For example, instead of saying "show me deals," try "List all deal records with a stage of 'Negotiation' and sort them by last update date." This gives your agent exactly what it needs to perform the task correctly.

For creating records, be specific about the information you want to include. A prompt like "Create a new person record with name 'Sara Lind', email 'sara@company.com', and associate it with the 'New Leads' workspace" will ensure your agent captures all the necessary details.

Building Your First Attio Agent

Start by creating an agent focused on a specific CRM task. For instance, you might build a "Deal Tracker" agent that monitors your sales pipeline and provides regular updates on deal progress. Give your agent a clear purpose like "Monitor all deals in negotiation stage and alert me when they haven't been updated in 5 days."

Your agent can combine multiple Attio actions in a single workflow. It might pull deal records, analyze the data, create notes with insights, and even update deal stages based on specific criteria. This automation saves hours of manual CRM work.

Getting CRM Insights

One of the most powerful uses of Attio in Incredible I is generating insights from your CRM data. Create an agent that regularly analyzes your customer database and provides actionable insights. Your agent can identify trends, spot opportunities, and flag potential issues in your sales pipeline.

For example, an agent could analyze your deal conversion rates, identify your most valuable customers, or track the performance of different sales team members. These insights help you make data-driven decisions about your business strategy.

Best Practices for Attio Automation

Keep your Attio agents focused on specific tasks rather than trying to handle everything at once. A specialized agent that does one thing well will be more reliable and easier to maintain than a general-purpose agent that tries to do too much.

Make sure your prompts are specific about what data you want and how you want it formatted. This helps your agent understand exactly what you're looking for and reduces the chance of errors or unexpected results.

Test your agents with small datasets first before running them on your entire CRM. This lets you refine your prompts and ensure your agent behaves as expected before processing large amounts of important customer data.

Troubleshooting Common Issues

If your agent isn't finding the records you expect, check that your search criteria are correct. Attio field names and values are case-sensitive, so make sure your prompts match exactly what's in your CRM.

When creating or updating records, ensure you're providing all required fields. If an agent fails to create a record, it's often because a mandatory field is missing from your prompt.

Remember that some actions may require specific permissions in your Attio account. If an agent can't perform certain tasks, check that your Attio integration has the necessary access rights.

Next Steps

Once you're comfortable with basic Attio operations, explore combining it with other incredible integrations. You might connect your CRM data with email tools to automatically follow up with prospects, or integrate with calendar apps to schedule meetings with high-priority contacts.

Consider creating agents that work together in a workflow. One agent might identify hot leads in your CRM, while another automatically sends personalized emails to those contacts. This kind of multi-agent automation can transform your sales process.