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Connect Attio to Flowla for seamless deal management. Automatically sync deal pipelines with rooms, log engagement activity back to Attio, and trigger workflows based on deal changes.

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Why connect to Attio

  • Automatic deal sync - Deal pipelines sync with Flowla rooms, bringing company details, contacts, and deal stages into your rooms
  • Bidirectional activity logging - Room views, action completions, and content engagement flow back to Attio as engagement notes on deal records
  • Workflow automation - Trigger room creation and updates based on deal stage changes, attribute updates, or meeting transcriptions
  • Complete visibility - See buyer engagement directly in your CRM without switching tools

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How to connect Attio

1

Connect in Flowla

In Flowla, navigate to Integrations, find Attio under CRM integrations, and click Connect. Confirm to complete the connection.
2

Copy the connection key

After connecting, you’ll see a connection key. Copy this key.
3

Paste in Attio

In Attio, go to Workspace Settings → Apps → Flowla. Under the Connections tab, click Connect and paste your key.
Once connected, the integration is active for your entire organization.

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What gets synced

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From Attio → Flowla

DataHow it’s used
Company detailsDisplayed in linked rooms
Contact informationPre-populated for personalization
Deal stagesSynced automatically with room status

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From Flowla → Attio

ActivityWhere it appears
Room viewsEngagement notes on deal record
Action completionsLogged as deal activity
Content engagementTracked on contact timeline

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Workflow automation

Set up workflows that automatically create personalized deal rooms when opportunities hit specific stages in Attio. Example workflow:
  1. Discovery call completed
  2. Deal stage moves to “In Progress” in Attio
  3. Workflow triggers automatically
  4. Personalized deal room is created
Trigger options:
  • Deal stage changes
  • Attribute updates

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Disconnect Attio

To remove the integration:
  1. Go to Integrations
  2. Find Attio and click Settings & More
  3. Click Disconnect
  4. Confirm your choice
After disconnecting:
  • Data sync stops immediately
  • Existing data in both platforms remains