Connecting to Attio
Search CRM context and maintain records with the access you choose.
What you can do
Search CRM records and related notes, tasks, meetings and emails. With write access, OpenTag can create, update and merge supported records.
Connect
Choose Attio, select Read only or Read and write, review sharing, and authorise the intended workspace. Start at Integrations. Connecting an app covers the shared steps.
Access and limits
Team sharing lets teammates use the connected account within its configured permissions. Choose Read only when you only need reporting.
See How connections work for personal, team and document-sharing choices.
Try a request
@OpenTag Find open deals with no activity in the last 14 days and group them by owner.
Check the source and result before using them elsewhere. If the account stops working, follow Fixing a broken connection.