Overview
Teammates is an end-to-end platform for creating and managing a virtual workforce.
Run reports, manage pipeline stages, research prospects, and more.
How it works
With the Attio/Teammates integration, your virtual sales team can:
- Update Person
- Delete List Entry
- Create or Update Record
- Create Task
- Create Person
- Create Note
- List all companies in your Attio workspace
- List all people in your Attio workspace
- Get a single company by ID from your Attio workspace
- Get a single person by ID from your Attio workspace
Configure
To give a teammate access to a Smart Tool, click the “Smart Tools” link in their profile. Search for the Smart Tool you want to add, click “Connect”, and follow the instructions to grant access. You will likely need to login to the 3rd party application to find your API key or start an OAuth flow.