Attio Integration Setup

Connect Parsley to Attio CRM to automatically sync leads and conversation intelligence.

Connect Parsley to Attio CRM for automatic lead and conversation sync. This guide walks you through setup and verification.

Quick Setup

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

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

Prerequisites

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:

Go to Hub in the left sidebar
Click Integrations
Find the Attio card
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.

Custom Attributes Created

When you connect Parsley to Attio, we automatically set up custom attributes on your People object:

Attribute	Type	Purpose
Lead Source	Select	How they found you (Chatbot, Profile View, Form)
Lead Quality	Select	AI-assessed temperature (Hot, Warm, Cold)
Intent Signal	Select	Buying stage (High Intent, Evaluation, Research, Support)
BANT Signals	Multi-select	Which signals detected (Budget, Authority, Need, Timeline)
Question Count	Number	Total chatbot questions asked
Last Interaction	Date	Most recent Parsley engagement
Profile	Text	Which profile they engaged with

All attributes are prefixed with parsley_ to avoid conflicts with your existing data.

Step 2: Contact Sync

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

Parsley Field	Attio Attribute
Email	`email_addresses`
Name	`name`
Phone	`phone_numbers`
Company	`company`
Job Title	`job_title`
Lead Source	`parsley_lead_source`
Lead Quality	`parsley_lead_quality`
Intent Signal	`parsley_intent_signal`
BANT Signals	`parsley_bant_signals`
Question Count	`parsley_question_count`
Last Interaction	`parsley_last_interaction`
Profile	`parsley_profile_slug`

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

Step 3: Conversation Sync

When a prospect has a meaningful chatbot conversation on your Parsley profile, intelligence data syncs to Attio in two places:

Custom Attributes - For filtering, automations, and reporting:

Lead Quality, Intent Signal, and BANT Signals populate the attributes created during connection
Filter your People list by Lead Quality = Hot or build saved views like "High Intent Leads This Week"
Trigger automations when attributes change

Notes - For full conversation context:

Complete conversation transcript with timestamps
BANT signals with evidence quotes
Knowledge gaps and engagement metrics

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

Step 4: Verify the Connection

Check the integration status - The Attio card should show "Connected" with a green indicator
Verify custom attributes - In Attio, go to Settings > Objects > People and confirm the parsley_ attributes were created
Capture a test lead - Use your own email to fill out your profile's contact form
Check Attio - Within a few seconds, you should see a new Person record (or an updated one if you already exist)
Have a chatbot conversation - Ask a few questions on your profile's chatbot
Check Attio attributes and Notes - Filter by Lead Quality to verify the attribute populates

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, some syncs may be delayed. Parsley automatically retries with exponential backoff.

What's Next

Learn why teams use Attio with Parsley
Build Attio automations using synced lead quality scores

Questions? Contact us or email peter@parsley.id.