• Introducing Attio Sequences

Introducing Attio Sequences

Ilan Cedillos
on November 19, 2024
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Our mission at Attio is to build the next-generation CRM where data, workflows, and automation work as one. Each piece we ship makes the whole platform more powerful: Objects gave you the data model, Automations gave you the workflows.

Today, we're launching the next piece of our platform vision: Attio Sequences. Built where your data lives, Sequences lets you create intelligent email sequences that respond to real prospect moments and signals through your workflows.

Whether it's a trial signup, product milestone, or any high-intent signal, you can engage prospects exactly at the right time, with all the context you need.

What makes Sequences different

It's easy to get data about who prospects are, but the real value lies in context and timing – understanding where leads are in their journey and engaging them at exactly the right moment.

Most sequence tools are limited by basic triggers and siloed data, leaving precious time ticking while prospect attention drifts elsewhere. When every minute counts, you can't afford to have your automation disconnected from where your signals live.

Attio Sequences is different because it's built directly on top of your business data and our powerful Automations engine. When a lead completes a high-value action, a customer approaches their renewal date, or a meaningful action is taken in product, Sequences can automatically send the right message, at the right time, with the right data.

How teams use Sequences

But what does this look like in practice? Here's how you can use Sequences:

  • Accelerate and nurture inbound leads: Automatically enroll leads into tailored email series based on signup source. Route high-value prospects to specialized outreach from the right team member.

  • Convert product-qualified leads (PQLs): Trigger targeted outreach when trial users hit key milestones or show buying signals. Move them toward conversion with contextual messaging.

  • Surface expansion opportunities: Launch targeted outreach when accounts show growth signals like team expansion, funding rounds, or increased product usage.

  • Proactive renewals and churn prevention: Get on-time, customized renewal notices to every customer, and easily track followups so nobody falls through the cracks.

  • Customer success check-ins: Never miss a customer check-in or business review, and automatically tailor your messaging based on customer behavior.

These use cases only scratch the surface of what's possible with Sequences.

Fine-tuned sending that drives results

Sequences includes powerful features that help sales teams convert more effectively:

  • AI-powered personalization: Craft compelling, personalized emails in seconds using our AI composer that draws from your prospect data.

  • Smart sending controls: Deliver messages when recipients are most likely to engage - during their working hours and in their time zone.

  • Exit triggers: Stop sequences automatically when contacts reply, book a meeting, or complete other key actions - keeping your messages relevant and out of the trash bin.

  • Out-of-office detection: Automatically pause sequences when recipients are away, ensuring messages land when they return - not buried in their inbox.

Collaboration at its core

We’ve painstakingly built Sequences with efficiency in mind, ensuring that it’s easier than ever to collaborate across teams. We’ve built out several features on this front, including:

  • Delegated sending: Enable teammates to manage sequences on behalf of other team members, ensuring continuity even when a colleague is out of office.

  • Dynamic senders: Set up a single sequence and send from the person closest to the customer, rather than creating multiple duplicates for each account executive.

  • Live editing: Collaborate on sequence content and structure in real-time with your teammates, keeping your messaging on-point and effective.

Getting started

Attio Sequences is now available for all Pro and Enterprise customers.

To help you hit the ground running, we've prepared several resources:

  • Help center → Learn how to create and manage sequences with our step-by-step guides.

  • Attio Academy → Watch our comprehensive tutorials on how to build effective sequences.

  • Live workshopJoin us this Thursday to learn how to craft powerful sequences, integrate them into your workflows, and measure their impact.

Ready to build your team's dream CRM?