---
title: "Message customers from Attio"
canonical: "https://bird.com/integrations/attio"
---

[Integrations](/integrations)

# 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.

[Install Bird in Attio](https://attio.com/apps/bird)

[See the setup](#setup)

## 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.

**Attio**

Apps → Bird → Install

- Requires: Attio workspace admin
- Category: Communication

The listing is approved, so any Attio workspace can install it.

**Bird**

Sign in → Choose workspace → Approve

- Consent screen: Attio wants access to your workspace

The connection is owned by the Bird workspace, not by the person who approved it.

**Bird app settings**

Bird → Settings

- Default SMS sender: +31 6 …
- Default email sender: hello@acme.com
- Received email: Mailbox (optional)

Select Test connection before the first send.

## 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.
- 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.
- 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.

### Worth building

- Text a lead the moment a deal moves to Proposal.
- Email everyone on a list from one selection.
- Start a workflow when a WhatsApp reply arrives.
- Add new people to a Bird audience automatically.
- Read the last messages on the record before you call.
- Follow up when an email is opened but not answered.



## Related resources

- [Workflow automation](/automate/workflows) (product)
- [How do I use Bird from a low-code tool like n8n or Zapier?](/explained/platform/how-do-i-use-bird-from-a-low-code-tool-like-n8n-or-zapier) (answer)

[Get an implementation brief](/learn/workspace?topic=integrations)