Flowla

Flowla + Attio integration links your customer-facing, collaborative deal rooms with your CRM; so all the data related to your deals, stakeholders, and buyer engagement stays synced with zero admin work.

You can then turn signals from deal rooms & Attio into smart next steps with Flowla’s no-code AI workflow builder to drive momentum in your sales & CS processes.

The result:

• 35% faster sales & onboarding,
• Clearer deal visibility for leaders,
• Less admin work and more streamlined deal management for reps,
• and a smoother buyer experience where nothing important gets lost.

1. Create deal rooms from Attio

Link an existing Flowla room to an Attio deal, or create a new room from a template without tab-switching.

2. Keep room details up to date automatically

Company name, people, and deal fields sync from Attio to your room so everything stays current without manual copy/paste.

3. See every buyer engagement inside Attio

Room views, downloads, form submissions, completed actions and more are logged as engagement notes on the deal, so you can see what’s happening without chasing updates.

4. Keep stakeholders in sync

When new stakeholders show up in the room, you can capture and connect them to the Attio deal so you don’t miss hidden decision makers.

5. Automate next steps with AI workflows

Flowla’s no-code workflow builder allows you to trigger actions from Attio & room activity, like:

• Deal stage changes → create a room and invite stakeholders
• New call transcript → generate a call summary & add next steps to the room
• Deal closed won → reveal onboarding section & materials in the room
• Room action completed → update a field in Attio and notify Slack

Attio integration is available for all Flowla users on every plan.

Connect Attio and Flowla

1. Inside Flowla, go to Integrations (left navigation).
2. Under CRM, find Attio and click Connect.
3. Follow the steps to authorize the connection (you’ll need admin access to your Attio workspace).

Here's a shortcut to set up the integration.

Start using the integration

Link your deals & rooms

Go to any one of your Flowla rooms, find the Attio panel in the sidebar, and search for the Attio deal you want to link. Click to link. Room activity will begin syncing back to Attio.

Set up your first workflow

Inside your Flowla dashboard, go to AutoPilot → Suggested Recipes. Filter by integration, choose Attio, and install a recipe that fits your process.

Pro tip: 'Create room when deal stage changes' is a great place to start.

Most teams have automated room creation running in under 15 minutes.