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CRM integration
Intakra + Attio
Connect Attio over OAuth. When a heads-up is worth a call, one click pushes it into your workspace: the company, the headline, one line on what it usually means, links to the sources, and roughly how long you likely have.
Proof on the record
Each push carries the source links behind the heads-up, so the reason can be checked later.
Import to watch
Pull companies from Attio into your watched accounts and Intakra starts checking public sources for them.
OAuth-simple
Connect in a click; disconnect anytime from Settings.
Setup
- 01In Settings, connect Attio and authorize over OAuth.
- 02Optionally import existing Attio companies into your watched accounts.
- 03When a heads-up is worth a call, click Push to CRM.
Included on every plan.
Questions
What does a push create in Attio?
It creates or updates the company record and attaches the heads-up text with its source links and time frame. It does not create people records.
Can I go both directions?
Import companies from Attio to watch, and push heads-ups back when they are worth a call.