Overview
Lookupist brings Attio to every webpage. Highlight a name, email or company anywhere you work (LinkedIn, Gmail, company websites, directories) and instantly see whether it is already in your Attio workspace. If it isn't, add it as a person, company, deal or any custom object in a few clicks, without switching tabs or copying and pasting.
Lookupist is published on Attio by Wintactix, the development team that builds and maintains Lookupist. Sign-in and account services run on our server at api.cloudshowplace.com, a domain owned and used by Lookupist.
How it works
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Select any text on a webpage and click Search to find matching people, companies, deals and custom object records in Attio.
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Open the side panel to create a record. The form is built from your own Attio objects, including required fields, select options, record links and owners.
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Before saving, Lookupist checks for an existing record with the same email or domain, so you don't create duplicates.
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With premium, Lookupist can check the emails and phone numbers on a page and show which ones are already in Attio.
Configure
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Install Lookupist from the Chrome Web Store and click its icon in the toolbar.
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Sign in with Attio and approve access to your workspace.
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Open the side panel on any webpage. People, companies and deals are ready to use. Click + to add any custom object.
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Use the properties tab to choose which fields show on each form.
No admin setup is needed. Each user signs in with their own Attio account.
Permissions we ask for:
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record_permission (read and write): to search your records and create new people, companies, deals and custom object records
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object_configuration (read): to load your objects and their fields so the form matches your workspace
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user_management (read): to show who is signed in and fill in owner fields with workspace members