Connect Attio
How an admin connects Attio with a sign-in or an API key, what Zime reads and writes, and what Attio does not support yet.
Connecting Attio lets Zime match calls to your deals, companies and people. A Zime admin connects it once from the CRM tab, using an Attio sign-in or a workspace API key, and the connection covers the whole company. This page covers who can connect, the two ways to do it, what Zime reads and writes, and what Attio does not support yet.
Before you connect
You need a Zime admin and an Attio workspace admin.
Attio gives Zime access to the whole workspace, so only an Attio workspace admin can approve it. The Attio card shows in Zime when your workspace was set up with Attio as its CRM. If you cannot see it, ask your Zime contact.
Zime does not sync email from Attio, so email analysis is available only for Salesforce and HubSpot.
Connect Attio
You can connect with an Attio sign-in or with a workspace API key.
Only Zime workspace admins can connect or disconnect a CRM. Everyone else sees the card greyed out, with a note that it is managed by their workspace admin.
Connect with an Attio sign-in
Open the CRM tab
Sign in to Zime as an admin, open Admin, then the CRM tab.
Start the connection
Click Connect Attio. Zime sends you to Attio.
Approve as a workspace admin
Sign in to Attio and approve the access Zime asks for. Attio accepts this only from a workspace admin.
Check the status
Back in Zime, the card shows Attio as connected and the button changes to Disconnect.
Connect with an API key
Create the key in Attio
In Attio, open Workspace settings, then Developers, and create an API key with read access to records, object configuration and workspace members.
Enter it in Zime
On the CRM Integration card, click Use API key, paste the key and click Connect with API key. Zime stores the key and does not show it again.
What Zime reads from Attio
Zime syncs your deals, companies, people and workspace members from Attio.
Zime syncs Attio on a regular schedule, so a change you make in Attio shows up in Zime after the next sync. Attio has one deal pipeline, and Zime uses the Stage of your deals as its stages.
| Attio data | What Zime uses it for |
|---|---|
Deals | Matching calls to deals, Pipeline Review, deal pages and Ask Zime answers about your deals. |
Companies and people | Matching the people on a call to the right company and person. |
Workspace members | Showing who owns each deal. |
Not synced. Email analysis is not available with Attio. |
What Zime writes to Attio
Zime can write call summaries and insights to the matched deal in Attio.
Writing needs more access than reading. The connection must also be allowed to write to records, notes and tasks in Attio. Which fields Zime fills and whether updates go out automatically or when a rep clicks Update in CRM are set by your Zime team on request. CRM integration and automation covers this in full.
If you also record calls in Attio, Zime can import those recordings. Your Zime team sets this up, and the Attio connection needs permission to read meetings and call recordings. Ask your Zime contact.
Questions
Getting started
4 answersWho can connect Attio?
A Zime workspace admin does the connecting in Zime, and an Attio workspace admin has to approve it in Attio. Attio does not accept the approval from other users.
Should I use the Attio sign-in or an API key?
Either works. The sign-in is quicker if you are an Attio workspace admin. An API key lets a workspace admin create the key in Attio and hand it to the Zime admin.
Why do I not see Attio on the CRM tab?
The Attio card shows for workspaces that were set up with Attio as their CRM. A workspace has one CRM. Ask your Zime contact if you expected to see it.
Which Attio permissions does Zime need?
To read: records, object configuration and workspace members. To write updates: records, notes and tasks. To import Attio call recordings: meetings and call recordings.
What the card tells you
4 answersThe Attio card says Connection needs attention.
Attio no longer accepts the saved sign-in or API key. Click Disconnect, then connect Attio again.
The Attio card says Attio has not synced recently.
The sync is late. Reconnecting does not fix it. If it continues, email support@zime.ai.
How do we disconnect Attio?
An admin clicks Disconnect on the CRM Integration card in Admin, CRM tab. You can also revoke the app or delete the API key inside Attio.
Can we use email analysis with Attio?
No. Zime does not sync email from Attio. Email analysis works with Salesforce and HubSpot.
Still need help?
Email support@zime.ai and include the details below.
If you report an issue, include:
- The call or meeting title
- What you expected to see in Attio
- Whether you connected with a sign-in or an API key
- What the Attio card says