Your Attio CRM, kept current by your AI team.
Employees read records before each conversation and write back notes, tasks and updates, each change approved.
Attio in Royak
Sales · Sign in or key
Connects withSign in with Attio, or an access tokenEither one connects itActions fromRoyak’s Attio connector, with a tokenOr Attio’s own MCP server, when you sign inReadsRun without asking, for employees on ReadWritesWait for your approval of the exact actionPlansFree: 3 connected apps · Paid: no limit
What employees do in Attio
A CRM that keeps up with the work.
Read the CRM
Find and read records and list entries, and read call transcripts, so research starts from what your team knows.
- Find and read records
- List entries and call transcripts
- Reads run without asking
Write back, approved
Create or update records and list entries, add notes and create tasks. Each write waits for your OK.
- Create and update records
- Notes and tasks
- Approval per change
Only the employees you choose
Access is per employee: Read, Read and write, or nothing. Changing one doesn’t affect the others.
- Per employee access
- Attio sign-in or token sealed on our server
- Every approval in Settings › Activity
Questions
Questions about Attio.
How does it connect?
Sign in on Attio’s page, or paste an access token. Either way the credential is sealed.
Does it use HubSpot or Salesforce?
Not today. Check the integrations directory for the CRMs available now.
Does Attio count toward my plan?
Yes, as one connected app. Free includes 3 connected apps; Paid has no limit.
Bring Attio into your AI company.
Free plan, no card. Every change waits for your approval.
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