Bird

Bird brings customer messaging into Attio. Send SMS and email from a person record, or reach the people associated with a company or deal. Select multiple people to compose a message once and send it to each recipient.

Use Bird in Attio Workflows to automate SMS, WhatsApp and email sends. Start workflows when messages arrive, delivery succeeds or fails, or recipients open or click an email.Add the Bird conversation widget to your person records to see recent messaging activity alongside your CRM data, including messages sent through other Bird tools.

Connect your Attio workspace to a Bird workspace. For record actions, the app reads a person's name, phone number and email address from Attio to prepare the recipient. On company and deal records, you choose from the associated people.

Messages are sent through your connected Bird workspace.

Choose Compose SMS or Compose email from a record's actions, or use the bulk actions on a selection of people. In Attio Workflows, add a Bird send step and supply the recipient details and message content from your workflow.

Use the SMS events, WhatsApp events and Email events triggers to respond to messaging activity automatically. Choose the events that start your workflow, then use each event's branch and available variables to configure the next steps.

The Bird conversation widget matches the person's phone number and email address to recent Bird messages. It shows inbound and outbound SMS and WhatsApp activity, plus outbound email activity, with the channel, direction, status, time and email subject where available. Message bodies are not displayed in the widget or copied into Attio records.

You need a Bird account with a workspace configured for the channels you want to use, and an Attio workspace admin to connect the app.

1. Install Bird in Attio and connect your Bird account through the app's workspace connection. Select the Bird workspace your team will use.

2. Open the app's settings and enter your default senders for the channels you use. These must be senders configured for use in Bird. Use Test connection to check the connection.

3. Keep Attio's standard phone and email attributes, or enter the attribute slugs used by your workspace.

4. Add the Bird conversation widget to the People record page through Configure page > Add Widget.

5. In Attio Workflows, add Bird send steps or choose an SMS events, WhatsApp events or Email events trigger and select the events you want to act on.

Members can use Edit my senders to set their own sender defaults. Admins can also configure senders for other members.