Intégrations / Attio
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Send SMS and email directly from person, company, or deal records, trigger Attio Workflows when replies or delivery updates arrive, and review recent messaging history without leaving your CRM. Install the approved app from Attio's directory in minutes.
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Install once for your whole workspace
An Attio workspace admin installs the app once and authorizes a Bird workspace over OAuth. Record actions pull the recipient's name, phone number, and email address straight from the Attio person record, or let you pick from associated people on a company or deal.
- Applications
- Bird
- Installer
- Prérequis
- Administrateur de l'espace de travail Attio
- Catégorie
- Communication
L'application est approuvée, tout espace de travail Attio peut donc l'installer.
Everything your team can run from Attio.Compose from records, automate follow-ups in Workflows, sync audiences, and inspect delivery history on the record.
Send from any record or list selection. Message a person directly from their record, pick an associated contact on a company or deal, or select multiple people in a view to send a bulk SMS or email in one step.
$ Rédiger un SMS
$ Rédiger un e-mail
Automate follow-ups in Attio Workflows. Add workflow steps to send SMS, WhatsApp templates, or email when deal stages change, and start workflows automatically from inbound messages, delivery receipts, opens, and link clicks.
$ Étapes de workflow
$ Déclencheurs d'événements
See conversation history and sync audiences. Check recent messages and live delivery status right on the CRM record, including messages sent outside Attio, and add contacts to a Bird audience in a single action.
$ Widget de conversation
$ Ajouter à l'audience
Mettez-le en pratique.
Poursuivez avec la documentation, les guides et les exemples sur ce sujet.