Overview
Connect Fin and Attio to make your AI support agent, smarter and your CRM richer.
When customers ask Fin questions like "What's my account status?" or "Can you update my contact details?", Fin can look up or update the right record in Attio in real time - no human handoff needed.
Whether you're automating customer support with Fin or enriching Attio records with real conversation history, this integration keeps both platforms in sync.
How it works
Fin answers questions using live Attio data
Fin can call the Attio API mid-conversation to fetch or update CRM records on behalf of a customer. Using Data connectors — Intercom's no-code tool for connecting Fin to external services — you point Fin at any Attio endpoint (contacts, deals, companies, and more). Fin decides when to call it based on what the customer asks, or you can place it in a Workflow for precise control.
Examples of what Fin can do:
- Look up a customer's deal stage when they ask about their account
- Retrieve company or contact details from Attio to personalise a response
- Update an Attio record when a customer requests a change
Configure
Requirements
- An active Intercom workspace
- An Attio account
- Admin access in Intercom to configure integrations
Setup
- Connect Fin to Attio in Intercom under Settings > Integrations > Authentication - choose Attio in the Add token dropdown.
- In Intercom, go to Settings > Integrations > Data connectors and create a new connector. You can read more about data connectors in Intercom here.
- In the Authentication tokens section, select the Attio token that was created in step 1.
- Configure the Attio API endpoint you want Fin to call (for example, to look up contacts or deals).
- Test the connection, then set the connector live.