Changelog

We’ve just shipped custom templates for record and list entry creation. This means when creating a record or adding a record to a list, you can now fully customize which attributes are shown, and the order in which they appear.

You can create as many templates as you like from the settings page of any object or list. Your templates are then immediately available when creating a new record or list entry, making it easy to switch between different entry forms for different use cases.

For example, you could create a “MEDDIC” template for the Deal object to ensure your sales team inputs all the data you need to qualify leads.

You could also build a “Conference attendee” form, so you can rapidly add details of people you meet in-person to a list from the mobile app.

For more information, check out our help center.

Attio already automatically captures all your email and calendar events. For interactions that happen elsewhere, you can now log calls and in-person meetings as well.

You can populate each activity with further details, including a Title, Summary, Host, Participants, Date and time, and more. We also automatically detect if you’re reaching out or being contacted, ensuring you have all the data you need about every interaction.

We’ve also added communications intelligence support for both new activity types, so you can now use call and in-person interaction data across all of your tables, reporting, and workflows.

To learn more about adding record activities, check out our help center.

Our partners have shipped a number of new integrations with Attio this month.

Fireflies is a call recording tool which automatically captures and summarizes your meetings. Integrating with Fireflies makes it easy to sync your meeting data into Attio, ensuring your records and tasks are up-to-date.

AI meeting agent Spinach AI automatically summarizes your meetings and updates your notes in Attio, ensuring your team always has the latest insights about any record.

Ply is a software augmentation platform which enables you to build custom features into your other apps, such as Gmail and Intercom. By connecting Ply and Attio you can easily extend Attio’s functionality to other tools in your stack, no coding required.

• Keep any sensitive data private by using our Protected Recipients settings to hide email and calendar events associated with specific domains or email addresses. This means you can now block any internal-only communication from appearing within Attio, even if it’s between team members without an Attio account.

• View your email attachments more quickly, and handle multiple access requests at once with our updated email preview.

• You can now duplicate and move reports between dashboards in a single click.

• Our new full-size stacked dialogs make it easy to work with nested forms, and to access all of your Company and Person attributes when creating new records.

• Always retrieve the correct Domain from LinkedIn with our Chrome browser extension, even if it’s concealed behind a URL shortener.

• Access your data on the go faster than ever, with significant performance improvements to our mobile app.

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.