Skip to main content

​
What it does

The Attio integration connects Bigdelta to your Attio CRM so workflows can automatically create tasks when visitors take actions worth following up on. Your team gets the follow-up in Attio without switching between tools.

​
How to connect

1

Go to Settings then Integrations

Find the Attio card in the list.
2

Click Connect

You will be redirected to Attio to authorize the connection.
3

Authorize in Attio

Log in to your Attio account and grant Bigdelta access. You will be redirected back once complete.
4

Connection complete

Once authorized, the integration shows a Connected status. You can now add Attio steps to your workflows.

​
Configuring an Attio task

When adding a “Create Attio Task” step to a workflow:
  1. Write the task content — describe what needs to be done. You can use personalization variables to include record data like the user’s name or email
  2. Set a deadline — use the date and time picker to define when the task should be completed

​
Personalization variables

Task content supports the same personalization variables available in Slack and webhook steps. Insert dynamic record properties to give your team the context they need to act.
Combine Attio tasks with other workflow steps. For example, send a Slack alert to your team immediately and create an Attio task with a deadline for follow-up.

​
Task history

Tasks created through the Attio integration are recorded in Bigdelta, so you can track which tasks have been generated from your workflows.