Integrations / Attio
Message customers from Attio
Send SMS and email from a person, company or deal record, add Bird steps and triggers to Attio Workflows, and see recent messaging activity on the record. The app is approved in Attio's directory.
Drag an icon onto the dots. Use arrow keys to move a focused icon. Press Escape to cancel a drag.
One install, every record
An Attio workspace admin installs the app once and connects it to a Bird workspace. Record actions read the person's name, phone number and email address from Attio; on a company or deal you choose from the associated people.
- Apps
- Bird
- Install
- Requires
- Attio workspace admin
- Category
- Communication
The listing is approved, so any Attio workspace can install it.
What the app covers.Record actions, workflow steps and triggers, audiences, and a conversation widget.
Send from the record. Actions on people, companies and deals, plus bulk actions on a selection of people: compose once and send to each recipient.
$ Compose SMS
$ Compose email
Automate in Attio Workflows. Send SMS, WhatsApp and email steps with template pickers, and triggers for message, delivery, open and click events on each channel.
$ Workflow steps
$ Event triggers
See the thread, grow the audience. Recent messaging activity and delivery status on the record, including messages sent through other Bird tools, and one action to add a person to a Bird audience.
$ Conversation widget
$ Add to audience
Put it into practice.
Continue with the documentation, guides and examples for this topic.