AttioCRM

Attio WhatsApp Integration

Your Attio workspace, docked beside the conversation.

Attio runs as an inbox mini app in Libromi Connect. The record for the person you are chatting to opens in a panel beside the conversation, so an agent can read and update it without leaving the inbox. For automation, Attio's API is reachable from a chatbot REST block, from webhooks, or through Zapier, Make and Pabbly.

Libromi Connect

Libromi Connect

WhatsApp Business Platform

Attio

Attio

Two-way connection

Where it shows up

  • Inbox sidebar mini app
  • Team inbox
  • Webhooks & REST API

A flexible CRM that nobody updates mid-conversation

Teams pick Attio because the data model bends to how they actually work. That advantage disappears if the richest source of customer signal — the WhatsApp thread — never reaches it. Agents end up describing conversations in Attio from memory, days later, in whatever words they happen to choose.

What moves, and which way

Attio to WhatsApp

  • The matching record

    The Attio record for the conversation's contact opens in the sidebar, keyed to the phone number.

  • Attributes in view

    Whatever attributes your workspace defines are visible to the agent while they reply.

  • API reads in a flow

    A chatbot REST block can query Attio and use the response to decide what to say next.

WhatsApp to Attio

  • Record updates

    Agents edit the record in the sidebar during the conversation, so it is current when the chat ends.

  • Automated writes

    A REST block or webhook sends collected answers to the Attio API, or an automation hub does it for you.

  • Conversation outcomes

    Push the result of a chatbot flow — qualified, booked, churn risk — onto the record it belongs to.

Attio is supported as a sidebar mini app; automation is done through REST, webhooks or an automation hub rather than a dedicated node.

What you get

Attio in the inbox sidebar

The record opens beside the chat as a mini app, so the agent works one screen instead of two.

Keyed to the contact

The panel follows the conversation: open a different chat and the matching Attio record is what you see.

Automation through the API

A chatbot REST block, an incoming webhook, or Zapier, Make and Pabbly can create and update Attio records.

Custom fields both sides

Libromi Connect's own custom profile fields can hold the values you want mirrored, ready to push in either direction.

What you can build with it

Sales notes written where they belong

The agent updates the Attio record inside the conversation, so the workspace reflects the call it came from.

Enquiry capture through a hub

A chatbot collects the answers, an automation hub creates or updates the Attio record, with no code on either side.

Signals from the AI agent

When an AI agent works out intent or a churn signal, push it to Attio through a REST block so it is visible to the team.

In practice

A startup running its whole pipeline in Attio

A small commercial team lives in Attio and talks to customers on WhatsApp. Records were updated in a weekly clean-up, which meant the workspace was always slightly out of date at exactly the moments it mattered.

The result

The workspace stops being a weekly reconstruction of what happened and starts being a live record of it.

  1. 1

    An inbound WhatsApp message opens the conversation with the Attio record already docked beside it.

  2. 2

    The agent updates status and next step while they are still typing to the customer.

  3. 3

    For repeat questions, a chatbot flow queries Attio through a REST block and answers from the record.

  4. 4

    Anything the flow learns is pushed back through the same API, without waiting for a human.

How to connect it

  1. 1

    Connect Attio

    Add Attio as a mini app in Libromi Connect and authorise it against your workspace.

  2. 2

    Match on the contact

    Confirm how the phone number in the conversation maps to a record in your Attio workspace.

  3. 3

    Add automation if you need it

    Use a chatbot REST block, a webhook or an automation hub for anything that should happen without an agent.

Frequently asked questions

Bring Attio into the conversation

Connect your workspace and keep records current while you are still talking.