Changelog

We've just shipped a new integration with Aircall, which allows you to sync and enrich all your call data inside Attio. By leveraging Attio and Aircall together, you can now:

• Call contacts in a single click: Make calls directly from Attio with just one click in any record page.

• Bulk dial multiple records: Blitz through call queues by bulk-adding multiple records from Attio to a power-dialing session in Aircall.

• Intelligent insight cards for every call: See relevant customer information right in your dialer for every incoming and outgoing call.

• Automatically sync calls and notes: Simplify record updates with automatic call syncing. Every call creates a note in Attio, which is added to the activity timeline and enriched with detailed call data.

• Route calls with context: Ensure inbound calls reach the right person by syncing Attio’s customer insights with Aircall routing.

Learn more about this new integration in the Aircall docs.

You now have even more power when it comes to configuring your team’s experience in Attio.

With the new Edit button, you can customize which actions appear in your record page toolbar and arrange them in any order. Add your most-used actions and integrations so that they’re just one click away.

For example, you can configure shortcuts to enroll a record in a sequence, or call a person via our Aircall dialer, to speed up your customer outreach.

Plus, we've redesigned the toolbar to be cleaner and more compact, so you can find and trigger key actions instantly.

To start customizing your record actions, simply open any record and select Configure page from the top right.

We've refreshed our Settings pages to improve the user experience, making it easier than ever to manage your workspace settings.

Tables have been revamped with filters, sticky headers, and full-page scrolling so you can easily configure your workspace, your way.

We’ve also unified layouts, headers, and back buttons across all pages to ensure a smoother workflow.

• We’ve made significant updates to our Outreach integration. You can now run sequences directly from record pages and quick-action menus. Click Add to sequence to manually add prospects to a sequence, or bulk-add multiple prospects by selecting Outreach from a view in Attio.

• Our partners have built a new integration with Caret, an AI powered meeting assistant that allows you to transcribe, translate and enrich your calls and conversations inside Attio.

• For our Redefining CRM campaign, we launched a meticulously designed microsite and manifesto. Or if you’re in SF, check out our billboards across the city.

• All attribute tags now have consistent colors to meet AA accessibility on dark and light modes, ensuring improved readability.

• Shipped a brand new careers page, complete with a detailed graph which captures every feature, update and fix we’ve ever shipped.

You can now create status attributes and kanban views for the People and Companies objects, enabling you to track your pipelines on the object-level.

This means you can monitor the status of a record across all object and list views, ensuring your data is consistent across your workspace.

For example, you could create a "Customer Lifecycle" status attribute on the Companies object to track each customer's journey, giving you visibility across all company views.

You can also leverage status attributes in reports for instant insight into your customer lifecycle. Simply build a Time in stage report and select the relevant attribute to visualize the time spent at different stages.

For more information on how to configure status attributes, see our help center.

We've just shipped a new Exit from sequence workflow block.

This means you can now automatically exit a record from any email sequence, ensuring you target the right people at the right time, with the right message.

For example, if you're running a sequence to nurture users on a free trial, you can now build a workflow to automatically exit users from the sequence when they convert to a paid subscription.

To learn how to automate your email sequences with Attio, check out our help center.

Open Attio, and you’ll find a brand new in-app help drawer, populated with content directly relevant to the page you’re currently viewing.

For example, if you open the help drawer while editing a workflow, you’ll see suggested articles and videos about using workflows.

We’ve also added a new search bar to the help drawer, so you can quickly locate all the resources you need.

Click an email address anywhere in Attio, and we now automatically open our in-app email composer.

This means you can now create drafts and manage correspondence directly within Attio, without disrupting your workflows.

To start composing an email, just click an email address from anywhere in your workspace.

Our partners have shipped a number of new integrations to help you further extend Attio’s functionality.

• Whalesync lets you connect Attio to spreadsheets like Airtable, Notion, and Google Sheets. With real-time, two-way sync, you can edit objects in Attio directly from your spreadsheets, and vice versa — no code required.

• All-in-one revenue solution Salesbricks makes it easy to quote, close, and manage deals. By integrating Salesbricks with Attio, you can ensure your billing and revenue data is constantly up-to-date.

• SyncPenguin is a two-way data sync platform which enables you to sync contact data from Attio with other tools in your stack, ensuring total data consistency.

• AI-powered automations tool Cargo helps you orchestrate your business operations by connecting Attio to other tools in your stack.

• Launched a new Attio Expert Partner Directory, so you can hire trusted specialists to help build and scale your business on Attio.

• On deletion of a person record, we now automatically exit the person from any sequences they were enrolled in.

• Right click on any list attribute and you can now View edit history, making it easy to understand how your data has changed.

• With our new API you can now override attribute values on multi-select attributes when updating records by record ID.

• Refreshed the platform with pixel-perfect iconography.

• Improved navigation from the workspaces page with refreshed designs, upgraded search, and new ⌘ + click / ⌘ + Enter shortcuts to open workspaces in a separate tab.

• Get even more insight into your people records with our expanded enrichment capabilities.