# Attio

Attio is a modern CRM platform for managing contacts, companies, deals, and relationship data. Connecting Attio to Duvo lets your assignments read and write CRM records directly, keeping your pipeline and relationship data up to date without manual entry.

## Setup

Click **Enable** on the [Connections page](https://app.duvo.ai/integrations) and authorize with your Attio account.

## Capabilities

* **Contact and company management** — Create, update, search, and retrieve records for people and organizations in your workspace.
* **Deal and pipeline tracking** — Create and update deal records, move opportunities through pipeline stages, and monitor deal progress.
* **Task management** — Create and update tasks with deadlines, assignees, and linked records.
* **Notes** — Attach notes to records and search existing notes by metadata or topic using semantic search.
* **Meetings and call recordings** — Search meetings by participants or timeframe, find call recordings, and retrieve transcripts.
* **Email search** — Find emails by participants, timeframe, or topic using semantic search, and retrieve full email content.
* **Record search and retrieval** — Full-text and attribute-based search across all record types to use in downstream workflow steps.

## Key Benefits

* **Automated CRM hygiene** — Keep contact and deal records accurate without manual data entry after every interaction.
* **End-to-end sales workflows** — Connect lead capture, deal tracking, and follow-up tasks in a single automated process.
* **Consistent record-keeping** — Ensure notes and activities are logged the same way every time, regardless of who runs the workflow.
* **Reduced admin overhead** — Let assignments handle routine CRM updates so your team can focus on building relationships.

## Works Well With

* **Gmail or Microsoft Outlook** — Automatically log email interactions as notes on Attio contact records and create follow-up tasks after key messages.
* **Slack or Microsoft Teams** — Post deal updates, new lead alerts, or task reminders to sales or partnership channels.
* **Google Sheets or Microsoft Excel** — Export contact or deal data into spreadsheets for pipeline reporting and analysis.