Freelvy

Freelvy is an AI prospecting agent. Describe the customers you want to reach in plain language, and Freelvy finds the companies and people, checks their details, writes the outreach and sends it from your own mailbox.

The Attio app connects Freelvy to your workspace so that prospecting respects what you already know.

What you get

• Freelvy never contacts people or companies that are already in Attio, are customers, or have an open deal.

• New prospects are added as people and company records, without duplicates and without overwriting anything you already have.

• Every email sent and reply received is kept as a note on the record.

• When a prospect is interested or books a meeting, Freelvy opens a deal and adds a task to reply within 24 hours.

You stay in control. You choose what is skipped, when prospects are added, what is logged and which deal stage is used. Only the owner of the Freelvy account can change these settings, and you can disconnect at any time.

From Attio to Freelvy

• People (by email address) and companies (by domain) are read before each campaign, so Freelvy never contacts someone you already know.
• Deals are read to find open deals and won deals. A deal in a stage whose name contains "Won" counts as a customer, and its people and company are skipped.
• Changes in Attio are picked up through a signed webhook, and the list is also refreshed regularly. Deal outcomes are read back, so the exclusion list stays current.

From Freelvy to Attio

• Prospects: people and company records are matched on email address or domain, so no duplicates are created. An existing record is only completed where a field is empty.
• Attributes: Freelvy adds its own attributes, all starting with "Freelvy" (origin, campaign, signal, location, company size, industry, lead source, reply category).
• History: a note on the record for each email sent and reply received, copied to the deal when there is one.
• Deals: when a prospect is interested or books a meeting, a deal is created at the stage you chose, with the reply as a note and a task to reply within 24 hours.

The deals object is optional in Attio and may be turned off in your workspace. If it is off, Freelvy still skips people and logs the history, and tells you to ask a workspace admin to enable it.

Connect

1. In Freelvy, open Settings, then Integrations, and choose Attio.
2. Select Connect Attio, sign in to Attio and approve the requested permissions. Freelvy never sees your password.
3. Freelvy creates its attributes and a webhook, and adds the Interested and Meeting booked deal stages if you allow it.

Only one CRM can be connected to a Freelvy account at a time.

Settings

• Skip people already in Attio: choose among people already in Attio, customers, and people with an open deal.
• Add prospects to Attio: when a campaign starts, when you approve a row, or never.
• Keep the history: emails sent and replies.
• Deals: create a deal when someone is interested or books a meeting, pick the stage for each case, and add a task to reply within 24 hours.

Permissions

Freelvy asks to read and write records, to configure objects (to add its attributes), to write notes and tasks, to manage a webhook and to read workspace members. Deals are owned by the member who authorized the app.

Disconnect

Select Disconnect in the same card. Freelvy stops writing to Attio and removes its webhook. What is already in Attio stays there.