Getting Started with the Attio Integration

Manual data entry kills momentum. You meet a prospect, capture their info with Parsley, then spend ten minutes copying fields into Attio. By the time you're done, you've lost the context from the conversation.

The Parsley + Attio integration eliminates that friction. Every lead you capture, every chatbot conversation you have, flows automatically into your Attio workspace - with full context intact.

This guide walks you through connecting, configuring, and verifying the integration.

TL;DR Setup Checklist

1. Have an Attio account with API access
2. Navigate to Hub > Integrations in Parsley
3. Click Connect on the Attio card
4. Authorize Parsley in the Attio OAuth popup
5. Verify the connection shows "Connected" status

That's it. Leads and conversations now sync automatically.

Prerequisites

Before you start, make sure you have:

• An Attio account - The free tier includes API access. Sign up at attio.com if you don't have one.
• A Parsley Business account - CRM integrations require a Business plan. Upgrade here if you're on Free.
• Admin access to your Attio workspace - You'll need permission to authorize third-party apps.

Step 1: Connect to Attio

From your Parsley dashboard:

1. Go to Hub in the left sidebar
2. Click Integrations
3. Find the Attio card
4. Click Connect

This opens Attio's OAuth authorization page. You'll see the permissions Parsley is requesting:

• Records (read-write) - To create and update People records
• Object Configuration (read) - To understand your workspace structure
• Notes (read-write) - To add conversation summaries to records

Click Allow to authorize the connection.

After authorization, you'll return to Parsley's integrations page with a success confirmation. The Attio card will now show "Connected" status.

Step 2: Configure Contact Sync

Contact sync is enabled by default. Here's what happens when you capture a lead:

What syncs to Attio People:

How it works:

• Parsley uses Attio's "assert" (upsert) endpoint
• If a Person with that email exists, Parsley updates the record
• If not, Parsley creates a new Person
• Companies are auto-created from email domains

Sync triggers:

• Lead capture via contact exchange form
• Lead capture via chatbot conversation
• Contact form submissions on your profile

Step 3: Configure Conversation Sync

When a prospect has a meaningful chatbot conversation on your Parsley profile, the full context syncs to Attio as a Note attached to their Person record.

What syncs to Attio Notes:

• Conversation summary - Key points and topics discussed
• Lead quality score - Hot, Warm, or Cold based on signals
• Intent signal - High intent, Evaluation, Research, or Support
• BANT signals - Budget, Authority, Need, Timeline indicators with evidence quotes
• Engagement metrics - Message count, session duration, return visitor status
• Knowledge gaps - Questions Parsley's AI couldn't answer

Example Note in Attio:

## Parsley Conversation Summary

**Lead Quality:** Hot
**Intent Signal:** High Intent

### BANT Signals
- **Budget:** "We've allocated $50k for this quarter"
- **Authority:** Decision maker (VP Sales)
- **Need:** "Our current solution doesn't integrate with Attio"
- **Timeline:** "Looking to implement by end of Q1"

### Engagement
- Messages: 12
- Duration: 8 minutes
- Return visitor: Yes

### Key Topics
- Integration capabilities
- Pricing for teams
- Implementation timeline

This context appears in Attio before your first call - you know exactly what the prospect cares about.

Step 4: Verify the Connection

To confirm everything is working:

1. Check the integration status - The Attio card should show "Connected" with a green indicator
2. Capture a test lead - Use your own email to fill out your profile's contact form
3. Check Attio - Within a few seconds, you should see a new Person record (or an updated one if you already exist)
4. Have a chatbot conversation - Ask a few questions on your profile's chatbot
5. Check Attio Notes - The conversation summary should appear as a Note on your Person record

If anything isn't syncing, check that:

• Your Parsley account is on the Business plan
• The Attio integration shows "Connected" status
• You have the necessary permissions in your Attio workspace

Use Cases

Prospect Researches via Chatbot

A prospect visits your Parsley profile at 2am and asks your AI chatbot detailed questions about your product. By morning, you have a complete conversation summary in Attio with BANT signals highlighted. You know they have budget, they're the decision maker, and they need a solution by Q1.

Sales Rep at a Conference

You meet a prospect at a conference. They scan your QR code and fill out the contact exchange form. Before they walk away, their info is already in Attio - tagged with the campaign source from your tracked link.

RevOps Builds Automated Workflows

Your RevOps team uses Attio automations to route leads based on attributes. With Parsley syncing lead quality scores, you can automatically:

• Assign "Hot" leads to senior reps
• Trigger immediate follow-up sequences for high-intent prospects
• Flag leads with budget signals for priority outreach

Sales Leader Tracks Profile ROI

Each rep has their own Parsley profile. With all leads syncing to Attio with source attribution, you can finally answer: which profiles generate the most qualified pipeline? Which reps are networking effectively?

Troubleshooting

"Connection Failed" Error

• Make sure you're logged into the correct Attio workspace
• Check that you have admin permissions to authorize third-party apps
• Try disconnecting and reconnecting

Leads Not Syncing

• Verify the integration shows "Connected" status
• Check that you're on a Parsley Business plan
• Ensure the lead has a valid email address (required for Attio matching)

Conversations Not Appearing as Notes

• Conversation sync only triggers for substantive conversations (3+ messages)
• Check that the prospect's email exists as a Person in Attio
• Notes are linked to Person records - verify the Person was created

Rate Limit Errors

Attio allows 25 write operations per second. If you're capturing many leads simultaneously (e.g., a popular conference), some syncs may be delayed. Parsley automatically retries with exponential backoff.

What's Next

With Attio connected, your Parsley profile is now a lead capture machine that feeds directly into your CRM workflow. No more manual entry. No more lost context.

Recommended next steps:

1. Set up campaign link tracking - Track which events and activities generate the most leads
2. Configure your chatbot - Customize responses to capture better qualification data
3. Build Attio automations - Use synced lead quality scores to route and prioritize leads

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Questions about the Attio integration? Contact us or email peter@parsley.id.