Changelog

We’ve just shipped support for images in notes! This means you can now add images to any note or note template, so you can keep all the context you need about a record in a single place.

For example, if you were running an onboarding call with a customer, you could attach screenshots of any issues or questions they flag about their current set-up.

You can also add captions to any image, and resize, realign, and rearrange it however you like.

Our Chrome browser extension now integrates with three new platforms: Google Meet, LinkedIn Sales Navigator, and X.

Open the browser extension on a Google Meet call and it will instantly surface all people invited to the corresponding calendar event. It also automatically pulls participant’s names into the sidebar, so you can quickly add, view, and update records for anyone you are meeting with.

With our new Sales Navigator and X integrations, you can now leverage the power of Attio across even more platforms where you engage with customers. Whether you’re following up with a lead in Sales Navigator or responding to a customer tweet on X, just click an Open in Attio button to instantly update your CRM with all the relevant context.

To start using these new features, simply update your extension to version 6.1.0.

You can now preview attribute updates when re-syncing the browser extension with any integration.

Select Review & update within the browser extension, and you’ll find a detailed list of the proposed updates to the record.

You can then toggle these updates on or off before accepting any changes, ensuring that you have complete control over your data.

Right-click on any attribute, and you can now view its entire edit history. This makes it easy to understand how your data has changed, who updated it, and when they made these changes.

For example, you could right-click the Deal stage attribute for a record for an instant overview of a deal’s progression through your pipeline.

• Added a new search bar in the Settings page, making it easier than ever to find the controls you need.

• Added a new + button to notes, so you can quickly add images and other content blocks.

• Refreshed our rich text variables with new designs that aim to improve user experience.

• Added support for an $in filter on text and record reference values in the developer API, so you can now check if a record or entry has a value that is part of a set. This is particularly useful for joining large sets of data, for example fetching 100 deals and all of the associated people and company records.

• Decreased the load time of the list of all workflows by optimizing how we retrieve run count values. Workspaces that have a long list of workflows with many individual runs will experience particularly significant performance improvements.

• Provided the ability to bulk add entries to your email domains blocklist. Just paste in a comma and space separated list of domains to add all entries at once.

Time comparison reports are here! You can now compare data from Insight, Historical values, and Stage changedreports in both line and bar charts, even when segmented.

This means it’s now easier than ever to understand how your data has changed over time. For example, you can build a report that compares your MRR growth so far in 2024, to your growth over the same period in 2023.

For more detailed insight into your data, simply hover over the relevant area of the chart and a pop-up will appear with a summary of the change in your metrics.

Open any Insight report, and you’ll find a brand new View contributing data button next to the Calculated values data table.

Click this and you’ll see a detailed list of all the data points in your report, which you can drill down into to find the underlying records that make up a report, or specific segments of a report.

For example, if you had a significant uptick in your revenue last quarter, you can investigate whether there were specific deals that contributed to an outsized portion of that growth, and if so where they originated from.

You can now export the data table from any report as a CSV.

This makes it significantly easier to share reports with team members outside of Attio, and combine your CRM data with external data for further analysis.

We’ve just shipped support for signatures when sending emails from Attio.

This means you can now have a personalized, consistent way of signing off on your emails, just like you would from your inbox.

Just open the email composer and click Manage signatures to create your first signature.

Our partners have shipped two new integrations with Attio this month.

Claap is a call recording tool which automatically records and transcribes your meetings. By connecting Claap and Attio, you can automatically update records with AI-generated summaries of each call, as well as enriching your Claap insights with data from Attio.

Stacksync integrates with tools in your stack to enable real-time, bidirectional data sync. With Stacksync you can sync data between Attio and your database, no code required.