Getting Snitcher and Attio connected is an important step.
You can use automation to send new leads matching your ideal customer profile (and behavior) to the CRM.
Plus you can also filter on if an identified company already exists in Attio.
This article will run through how to connect Snitcher with Attio (spoiler 🚨 it's a few clicks) and provide a quick overview of the functionality you will have at your fingertips.
How to connect Attio
To get started, navigate to the settings pages -> integrations -> Attio and follow the prompts. Or hit the button below.
With just a few clicks you can connect the platforms and get back to implementing.
💡 You will need to be a Attio admin or have the relevant permissions enabled to authenticate the integration.
What will this do?
The integration is a 2-way sync. This means you can:
Send companies to Attio.
Send contacts to Attio.
See in Snitcher which companies are already in Attio. 🎉
When a company is identified and already exists in the CRM, the sync happens and the tile 👇 will be added to the company profile in Snitcher.
How is this done?
Every time Snitcher makes an identification the system checks if the company exists within Attio and syncs the data.
Manually send companies to Attio
Click on any company profile in Snitcher that doesn't have a Synced icon next to the name (is not yet in Attio).
On the company profile you will see the option to "Send to Attio".
Manually send Contacts to Attio
You can now send individual contacts directly to Attio.
Navigate to the People tab in Snitcher.
Select a contact you want > click "Send to"
💡 Pro Tip! Make sure to reveal the email address first before sending the contact to your CRM.
3. Choose "Send to Attio" to push the contact into your CRM.
How to send leads to Attio with automation
To configure an automation that sends leads to Attio, you will first need to create a Segment in Snitcher.
💡 We suggest following the guide to automatically filter for relevant leads to make sure you only send engaged good fit leads and avoid cluttering up your CRM.
Once you have a Segment configured, head over to the Automations page.
👉 Select event = 'New lead'
👉 Segment = you selection e.g. 'All ICP'
👉 Action = 'Send leads to Attio'
🚨 It's important to be strict with the Segment (filters) you use to send leads to Attio when using automation. Start with a conservative approach and rather send through too few leads until you are sure the filtering is set up correctly.
How to send contacts to Attio with automation
To configure an automation that sends leads to Attio, you will first need to create a Segment & a Buyer Persona in Snitcher.
We suggest following the guide to automatically filter for relevant leads to make sure you only send engaged leads and avoid contacting irrelevant companies.
Once you have a Segment configured, head over to the Automations page.
👉 Select event = 'New lead'
👉 Segment = you selection e.g. 'All ICP'
👉 Action = Reveal contacts
👉 Destination = Attio
How to filter on Attio attributes in Snitcher
Head over to Filters and open the dropdown menu. If Attio is connected, you’ll see additional Attio data available to filter on.
Here's an example Segment you can use to see all the identified companies that exist in Attio.
As always, have fun and feel free to drop us a message if you feel like saying hello, have an idea or need a hand getting set up 👋