Overview

Aimdoc's Attio integration keeps your team working from a single record across Aimdoc and Attio. When a visitor becomes a contact, Aimdoc can create or update the matching Attio person, attach a note containing the conversation transcript, and map Aimdoc fields and Data Capture answers into the Attio attributes your team already uses, including custom attributes.

Features

• People sync: Create or update Attio person records from Aimdoc contacts.
• Conversation note: Aimdoc adds a note to the synced Attio person containing the conversation transcript so your team can review context directly inside Attio.
• Flexible field mapping: Map standard contact fields, qualification answers, captured context, and custom Aimdoc fields into Attio attributes, including custom attributes.
• Default values: Send default values alongside mapped fields so your Attio records stay aligned with your process.
• Linked record visibility in Aimdoc: Open the synced Attio person directly from the Contact sheet or Contact full view in Aimdoc.

How Sync Works

Aimdoc syncs contacts into the Attio people object using the field mapping you configure on the agent.

• As soon as a visitor becomes a contact, Aimdoc can create or update the matching Attio person.
• Name and email are auto-mapped from Aimdoc's first_name, last_name, and email fields to Attio's Name and Email addresses attributes.
• Mapped attributes continue updating as the contact profile is enriched during the conversation.

Conversation Note

Aimdoc attaches a note to the synced Attio person so your team can treat Attio as a record of the conversation.

• Reps can read the transcript directly in Attio without opening Aimdoc first.
• The note gives teams the context they need for follow-up, handoff, and qualification review.
• Aimdoc also links the conversation back to the related Aimdoc session so teams can jump into the full interaction when needed.

Field Mapping

Field mapping is configured per agent in the Actions tab. This gives your team control over how Aimdoc data lands in Attio.

• Map standard contact fields such as name, email, phone, company, and title to Attio person attributes.
• Map qualification answers and fields from your Data Capture flow into the Attio attributes your team already uses, including custom attributes.
• Send both mapped values and default values so your Attio records stay aligned with your process.
• Aimdoc also exposes system fields you can map, including:
  • Source URL — the URL where the conversation was submitted.
  • Referrer — the first external page that referred the visitor.
  • City, Region, Country — visitor location.

This is especially useful when a conversation starts with limited information and becomes more qualified over time. As the AI updates the contact profile in Aimdoc, Aimdoc keeps the Attio person aligned with the latest known data instead of forcing your team to manually patch records later.

Where Synced Records Appear In Aimdoc

Once an Attio person is synced, Aimdoc shows that linked CRM object in the places your team already works:

• Contact sheet: The synced Attio person appears in the CRM objects table with a direct link back to Attio.
• Contact full view: The full contact profile includes the linked Attio object table so reps can confirm the sync and open the external record.

Setup Instructions

Step 1: Connect Attio Workspace

In the Aimdoc dashboard, navigate to the Integrations section and select Attio. Follow the prompts to authorize the connection with your Attio workspace.

Step 2: Configure Field Mapping

After connecting Attio, configure how Aimdoc data should map into Attio:

Name and email are auto-mapped, so you only need to configure additional attributes you want to keep in sync.

Common Questions

How are contacts transferred to Attio?

When a visitor interacts with your Aimdoc AI agent and becomes a contact, Aimdoc creates or updates the matching Attio person using your configured mapping. Aimdoc also attaches a note containing the conversation transcript to the synced person.

Can I map to custom Attio attributes?

Yes. Aimdoc supports mapping to custom Attio attributes. If your team uses custom attributes for qualification data, routing, or workflow-specific information, map Aimdoc fields and Data Capture answers into those attributes.

Does the Attio note stay up to date?

Yes. Aimdoc keeps the conversation note on the Attio person updated so your team can review the latest context directly from the synced record.

Where can my team see the synced Attio record in Aimdoc?

Your team can open the linked Attio person from the CRM objects table in the Contact sheet and the Contact full view.

Need Help?

If you encounter any issues with your Attio integration, please contact our support team at support@aimdoc.ai.