HubSpot
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
CRM · Actions: 283
OpenEmail + Attio
Connect Attio once. Then ask the assistant in OpenEmail to look things up in it, or to do things there for you.
CRM
About Attio
Attio is a fully customizable workspace for your team's relationships and workflows.
Actions: 102
What the assistant can do in Attio
A few of the things it can do once Attio is connected.
Look things up
These run as soon as you ask.
Find Record
Allows users to find a record in Attio by either its unique ID or by searching using unique attributes
Get Call Recording
Get a single Attio call recording by its meeting and recording IDs
Get Meeting
Get one Attio meeting by its meeting ID
Get Object
Get a single object by its objectid or slug
List Tasks
List all tasks in the workspace
Make changes
It shows you what it is about to do and waits for your OK.
Assert Company (Create or Update)
Creates or updates a company record in Attio using a unique attribute to search for existing companies
Assert Person Record
Create or update person records using a unique attribute to search for existing people
Assert User Record (Create or Update)
Creates or updates a user record in Attio using a unique attribute to search for existing users
Assert Workspace (Create or Update)
Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces
Create Comment
Create a new comment on a thread, record, or list entry in Attio
How it works
Three steps
Connect Attio
Sign in to Attio from the Connectors page. There is nothing to install.
Ask in plain words
Ask the assistant in OpenEmail. It finds the right action in Attio and runs it.
Stay in control
Lookups run at once. Anything that changes Attio waits for your OK.
Price
Free to start
The Free plan includes 2 connected apps and 10 AI actions a day. You can pause or disconnect Attio whenever you like.
More apps
Works with these too
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CRM · Actions: 200
Zoho
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Dynamics 365
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
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Zendesk
Zendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement
CRM · Actions: 456
Blackbaud
Blackbaud offers cloud-based software for nonprofits, schools, and healthcare institutions, supporting fundraising, financial management, and donor engagement in mission-driven organizations
Fundraising · Actions: 5
Start free
Connect your first app
in a minute.
Create an account, connect an app and ask the assistant about it.