Clean

Clean is a research agent for B2B prospecting. It finds companies from what they actually do, such as loans, permits and customs shipments in public records, ranks them against your ideal customer profile, and finds the people to contact using licensed data providers. You choose which prospects to keep with Add to CRM.

The Attio app keeps your Attio workspace and Clean in step. Every prospect, company, list and custom column you keep in Clean appears in Attio, with no exports or re-typing. Edits your team makes in Attio to those people come back into Clean, and Clean recognises who is already in Attio so it never creates duplicates. People who are only in Attio stay out of Clean until you ask for them in chat and confirm.

The sync runs both ways for the people Clean sends to Attio.

What Clean writes to Attio:

• People: name, email, job title, phone and their company, plus a Clean ID attribute so Clean never creates the same record twice.

• Companies: name and domain.

• Lists: each saved Clean list becomes an Attio people list, with its members as list entries.

• Custom columns: each Clean column becomes an attribute on People (text, number, checkbox, date or select), with each person's value.

What Clean reads from Attio:

• Who is already there: Clean reads the people in your Attio workspace into a private index, so it updates an existing record instead of creating a duplicate. The index never appears as prospects and is deleted when you disconnect.

• Edits to synced people: a change to the name, email, job title or phone of a person Clean synced comes back into Clean.

• People you ask about in chat: people who are only in Attio stay out of Clean. A member can ask Clean's chat about them, and Clean adds someone only after that member confirms it on a card.

When it syncs:

• On connect, Clean backfills everything in your Clean CRM and reads the people already in Attio.

• Each Add to CRM, edit, list change or new column is pushed to Attio within moments.

• Clean reads Attio about every 5 minutes, and Sync now runs a full pass at any time.

Matching and safety:

• People are matched by email and companies by domain, then by the Clean ID. Clean never matches by name alone.

• Clean never deletes people, companies or lists in Attio. Removing a prospect from a Clean list removes only that list entry.

• If a synced person is deleted in Attio, Clean stops syncing them and keeps the prospect in Clean.

• Clean paces its reads and writes well under Attio's rate limits.

1. In Clean, open Settings > Integrations and find Attio in the CRM section. You need to be a member of the Clean workspace; viewers can see the page but cannot connect.
2. Click Connect and approve access in Attio. Clean asks for read-write access to records, object configuration, lists and list entries. It needs these to create the People attributes and lists that mirror your Clean CRM.
3. The first sync starts right away, and the settings page shows its progress ("Initial sync in progress: N people so far"). Large CRMs can take a few minutes.
4. From then on everything stays in sync on its own. Use Sync now to force a full pass.

To stop syncing, click Disconnect in Clean (or remove the app in Attio). Clean revokes its access, and everything already written stays in your Attio workspace.

Questions: hello@tryclean.ai