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Attio Integration: Your CRM on Every Call

Connect your Attio account to Backdrop. Read-only access to the people, companies, deals, notes, and tasks your Attio user can see, live on calls.

With Attio connected, the deal context you keep in your CRM is on hand during the call: who the buyer is, where the deal stands, and what was said last time.

What Backdrop can read

Backdrop can read the people, companies, deals, notes, and tasks your Attio user can see. Access is read-only: Backdrop never creates, edits, or deletes anything in Attio, and only you can use the connection.


Connect Attio

  1. In the Backdrop app, open Knowledge from the sidebar.
  2. Find Attio and click Connect on its card.
  3. In the Personal row, click Connect. Your browser opens the Attio sign-in page.
  4. Sign in to Attio and approve access.

When the Attio card turns green and reads For you, you're connected.


Disconnect Attio

  1. Open Knowledge and click Manage on the Attio card.
  2. In the Personal row, click Disconnect, then confirm.

Backdrop stops reading Attio on your behalf. If something isn't working, see troubleshooting.