How it works
Attio is a flexible CRM built around your own data model.
The Attio integration lets ollo read your people, companies, deals and notes, so agents can answer questions about customers with the latest context from your CRM. Access follows the permissions of the account you connect.
Features
- Search people and company records
- Find deals and list entries
- Access notes and activity history
- Use your custom objects and attributes
Key Benefits
- Customer context in every answer
- Check a deal without switching tabs
- Connect CRM data with documents, calls and conversations
What You Can Access
- People and company records
- Deals, pipelines and lists
- Notes and activity timelines
- Custom objects and attributes