SpeakSoon

SpeakSoon turns events into an effective sales channel for teams that use Attio.

Instead of losing leads in coat pockets, camera rolls, and phone notes, your reps capture every conversation the moment it happens through WhatsApp. Snap a business card, record a 20-second voice note, forward a badge photo, or just text a name and company. SpeakSoon transcribes, structures, enriches, and remembers everything that was said.

The Attio integration closes the loop between the show floor and your pipeline. Every contact captured at an event is pushed into Attio as a contact (and optionally a deal), complete with the enriched company data, the conversation context, and the follow-up notes your rep dictated on the spot. No manual CRM data entry, no forgotten leads.

Built for sales teams that go to trade shows, conferences, and networking events, SpeakSoon gives you:

• WhatsApp-native capture — no app to install, no friction for your reps.
• Lead enrichment — company research, role, and context attached to every contact.
• Shared team memory — everyone sees who met whom and what was discussed.
• Personalized follow-up drafts, ready to send while the conversation is still warm.
• Per-event ROI reporting so you know which events are actually worth going back to.

Networking becomes measurable pipeline in Attio.

SpeakSoon connects your WhatsApp to Attio, turning every event conversation into a structured, enriched CRM record without any manual data entry.

During an event, reps send SpeakSoon whatever they have: a photo of a business card, an event badge, a LinkedIn screenshot, or a voice note about the conversation. SpeakSoon processes the input, looks up the person and company (LinkedIn profile, website, VAT number, industry, company size, and description), and stores everything as a contact with your notes and tasks attached.

Back at the dashboard, you review the captured contacts and push them to Attio in one click, individually or as a batch. SpeakSoon creates the Person and Company in Attio, carries over all notes and tasks, and optionally creates a Deal when configured.

Key features:

• Capture via WhatsApp: business cards, badges, LinkedIn screenshots, voice notes, or plain text
• Automatic enrichment: company and person data filled in before it hits Attio
• Push Persons, Companies, notes, and tasks to Attio in one click
• Configurable field mapping and deal options
• Team support: each teammate uses their own WhatsApp number, all contacts sync to the same Attio account

1. Connect SpeakSoon to Attio In SpeakSoon, go to Settings > Integrations > Attio and click "Connect". You'll be redirected to Attio to authorize the app. Approve the requested scopes and you'll be sent back to SpeakSoon, ready to push.

2. Configure your push settings (optional) The default setup pushes Persons and Companies with enriched data, notes, and tasks. In the CRM settings screen you can optionally:

   • Choose your push target: Person only, or Person + Deal
   • Customize field mapping per push target (a sensible default is provided)
   • Set the default pipeline, stage, and deal owner for new Deals
   • Disable syncing notes and/or tasks
   • Add event-based tags or labels to every pushed record

3. Test the integration

   • Send a business card photo or voice note to the SpeakSoon WhatsApp number
   • Open the SpeakSoon dashboard and review the enriched contact (enrichment takes about a minute)
   • Click "Push to Attio" on the contact card
   • Confirm the Person, Company, notes, and tasks appear in your Attio account