Attio

Create, update, and search CRM records in Attio directly from SyncGTM for automated relationship management.

Integration: Attio
Category: CRM
Authentication: SyncGTM credits — no external API key
Actions: 4
Plans: All plans, including free

What it does

Sync enriched contact data, manage deal records, and keep your Attio workspace current with automated create, update, and search operations.

Attio is a SyncGTM native integration — it runs on SyncGTM credits, so there is no external Attio account or API key to connect.

Adding the integration creates an Action column. It behaves like any other Action column — same dynamic variables, same Auto Run triggers, same per-row test before you run the whole column.

Available actions

Action	What it does
Create Record	Create a new record in your Attio CRM.
Update Record	Update an existing record in Attio CRM.
Delete Record	Delete a record from your Attio CRM.
Search Records	Search for existing records in your Attio CRM.

Each action is its own column. Pick the one you need when you add the integration — you can add more than one from the same integration to a table.

The record flow

The actions above chain into the one loop every CRM integration runs: import records, search whether the record already exists, then create it if it does not or update it if it does. The full pattern is on the CRM page.

Step	Action	What to know
1. Import records	Search Records	A broad Search Records column is the import — filter to the list or object type you want and land the matches as rows. Turn on Enable Auto Import to re-run it on a frequency — new and changed records arrive on their own. See Manage scheduled imports.
2. Search for the record	Search Records	The same action, narrowed to one record. Match on parameters with operators — `is`, `is not`, `contains`, `is empty`, `greater than`. Match on something stable, a work email or a company domain, never a name or title. Returns the matching record’s ID.
3. Create or update	Create Record / Update Record	Create when the search returned nothing; update the record ID it returned. Delete Record is the fourth write action — keep it out of any auto-run chain.

Wire step 3 with a conditional formula column that reads the search result and outputs create when it came back empty or update when it returned an ID, then auto-run each write column off that flag. Bring the Attio record ID on import — it is the key the update writes to, and matching back by name or email afterwards is how duplicates get made.

Setup

Click Add Action in the top right of your table and open the Integrations tab.
Select Attio, then choose the action you want the column to run.
Map the required inputs to your existing columns using dynamic variables.
Choose whether to Auto Run the action. If you do, pick the trigger column that fires it.
Test on the first row with the play button.
Run the whole column from the ▶️ in the column header.

Integration
Close	CRM
HubSpot	CRM
Pipedrive	CRM
Salesforce	CRM

Next steps

CRM — how this category fits into a table
Integrations — adding an integration, and the full category map
Actions — configuring and auto-running an action column
Credits — how usage is billed
Attio on syncgtm.com — the product page for this integration