Integration

Connect Attio with Close CRM

Create Lead, Find Lead, Create Opportunity, and more.

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Triggers and actions

What Attio and Close CRM
bring to a workflow

Triggers are the events in Attio that start a workflow. Actions are the steps it runs in Close CRM.

Attio

Trigger app

Create, update, and fetch CRM records (people, companies, deals) in Attio.

How it works

Attio and Close CRM,
working together.

Three steps run automatically, every time.

Attio detects a new event
Something happens in Attio and the workflow is triggered automatically.
Your workflow runs
WorksBuddy instantly connects Attio to Close CRM no code, no manual steps.

Automate
Attio and Close CRM today

Put the two apps on autopilot with WorksBuddy no code, ready in minutes.

Close CRM

Actions

Create Lead, Find Lead, Create Opportunity, and more.

Create Lead
Create a new lead (company/account). Contacts, addresses and custom fields can be nested inline.
Create Opportunity
Create an opportunity (potential deal) on a lead. If lead_id is omitted, a new untitled lead is created.
Create Task
Create a follow-up task on a lead.
Find Lead
Search/find leads. Use the query param with Close search syntax (e.g. name:Acme or email_address:foo@bar.com).

Connect Attio with Close CRM

What Attio and Close CRM
bring to a workflow

Attio

Attio and Close CRM,
working together.

Attio detects a new event

Your workflow runs

Automate
Attio and Close CRM today

More triggers are on the way

Close CRM

Create Lead

Create Opportunity

Create Task

Find Lead

Close CRM performs Create Lead

Connect Attio with Close CRM

What Attio and Close CRM bring to a workflow

Attio

Attio and Close CRM, working together.

Attio detects a new event

Your workflow runs

Automate Attio and Close CRM today

More triggers are on the way

Close CRM

Create Lead

Create Opportunity

Create Task

Find Lead

Close CRM performs Create Lead

What Attio and Close CRM
bring to a workflow

Attio and Close CRM,
working together.

Automate
Attio and Close CRM today