Attio

Once Attio is connected, each lead you send becomes a person in Attio, linked to its company, with its whole history: the signal that found it, the campaigns it joined, each invitation and profile visit, and every LinkedIn message sent or received.

Connect AttioCopy Anchor Link

Only an owner can connect Attio. Other members see the page but can't change anything.

You can also install Sendable from Attio's app marketplace: it takes you to the same page in Sendable.

Start the importCopy Anchor Link

Pick the leads to send. Each choice shows how many leads it sends:

Then click the button, for example Import 4,767 leads. Nothing reaches Attio before that, not even new activity.

Leads in Attio shows the progress, for example 1,200 / 4,500, and updates on its own. Sendable adds about one lead per second, so a large workspace takes a few hours. Then the card reads Up to date: new leads and new activity reach Attio within minutes.

• Stop pauses the import. People already in Attio and new activity keep syncing.
• Import 3,300 leads (or Resume) starts it again.
• Resync, once up to date, sends the leads missing from Attio right away, including the ones Attio refused.

A Sendable workspace connects one Attio workspace, and every team sends its leads to it.

Change the leads to sendCopy Anchor Link

Click Stop first if an import is running. Changing Leads to send or Teams sends nothing right away: if the new choice adds leads, the card shows 702 leads to import with an Import 702 leads button. Leads already in Attio stay and keep syncing, whatever you choose.

With several teams, Teams limits Attio to the teams you pick. Leave it empty for every team. Leads of a team you remove stay in Attio but stop syncing.

What Sendable sendsCopy Anchor Link

People and companiesCopy Anchor Link

Every lead you chose to send is sent, except rejected ones (see below).

• Sendable looks for the person in Attio by email, then by LinkedIn profile, and creates it if none is found.
• It looks for the company by domain, then by name, and creates it if none is found.
• It fills the name, email, job title, LinkedIn profile, phone number and company only when they are empty in Attio. Values already filled in Attio are never overwritten. A phone number is sent only with its country code, for example +33 6 12 34 56 78.
• For a new company, it also fills the description when Sendable knows it.
• When you edit one of these values in Sendable, Sendable updates it in Attio too, as long as it was Sendable that wrote it and nobody changed it in Attio since. A value someone changed in Attio stays as it is.
• Renaming or archiving a campaign or a signal, renaming an inbox label or removing a lead from a campaign updates the Sendable fields below within minutes.

Each Sendable custom field with a value becomes a text field on people, named after it with (Sendable) at the end, for example Industry (Sendable). It follows the value in Sendable.

The Notes of a lead are added as a note on the person, updated when you edit them in Sendable.

Sendable fieldsCopy Anchor Link

Sendable adds these fields to people in Attio, so you can filter and build views on them. They are kept up to date.

If you archive one of these fields or change its type in Attio, Sendable stops writing to it.

ActivityCopy Anchor Link

Activity appears on the person's timeline, also linked to the company, at the date it happened. Attio lists activities added by apps with the other automatic events of the timeline.

Images from LinkedIn messages are added to the person's Files. Voice messages, videos and attachments are mentioned in the message but not uploaded. Group conversations are not sent.

If your Attio plan does not support custom activities, Sendable writes the same events as notes instead, and keeps one note per LinkedIn conversation, updated with each new message.

When a lead is sent for the first time, its whole history comes with it.

Rejected and deleted leadsCopy Anchor Link

A lead is rejected when it has been excluded or blacklisted everywhere it appears and has no conversation. Rejected leads are not sent.

When a lead already in Attio becomes rejected, or is deleted in Sendable:

• if Sendable created the person, the person is deleted from Attio, with anything added to it there;
• if the person was already in Attio, it stays, with its activity, and is no longer updated.

Skip people already in AttioCopy Anchor Link

A signal can skip the people you already have in Attio, so you don't prospect your customers or your open deals again. In the signal's Agent step, under Exclude, in the CRM section, turn on Already in Attio. The switch shows once Attio is connected.

• Sendable compares the LinkedIn profile of each person found with the LinkedIn profiles of the people in your Attio workspace.
• People Sendable itself added to Attio are not skipped: the other rules, like Already contacted, take care of them.
• Skipped people count as Already in your CRM in the signal's Not matched details and use no credit.

The first time a signal uses it, Sendable reads the people of your Attio workspace, which takes a few minutes for a large workspace. People added or edited in Attio are picked up within minutes.

Open a lead in AttioCopy Anchor Link

In Sendable, the lead sheet shows an Attio button once the lead is in Attio: Open in Attio opens the person in a new tab.

If Attio refused the lead, the button is orange and reads Not in Attio, with the reason. It opens the Attio settings.

From Attio, open a person's menu (or press Cmd+K on it) and pick Open in Sendable. The Sendable lead field of the person and the Open in Sendable link of each activity open the lead too.

Leads Attio refusedCopy Anchor Link

Attio sometimes refuses a lead, for example when a value doesn't match a rule of your Attio workspace. The Leads in Attio card then shows how many leads are not in Attio, and owners see each lead with the reason Attio gave.

Fix the value in Sendable and the lead is sent again on its own. If the problem was on the Attio side, an owner clicks Resync once it is solved.

Disconnect AttioCopy Anchor Link

An owner can click Disconnect on the Attio page. Sendable stops sending leads and activity. What is already in Attio stays there.

If you connect the same Attio workspace again later, Sendable first checks what is still there. People still in Attio stay linked to their leads, so nothing is sent twice. Leads whose person was deleted in Attio while Sendable was disconnected are sent again. As after a first connection, you choose the leads and start the import yourself.

If you reconnect while Sendable is still deleting the people it added, the deletion stops.

To also remove what Sendable added, tick Also delete the people and companies Sendable added to Attio before you click Disconnect and delete. Sendable deletes every person it created in Attio, with anything added to them there, then the companies it created, unless one of your own people still works there. What you already had in Attio stays.

Changes made in AttioCopy Anchor Link

• When you delete a person in Attio, Sendable doesn't add it back, even if the lead changes in Sendable. Reconnecting Attio is the only exception: it sends again the leads whose person is gone.
• When you merge two people in Attio, Sendable keeps syncing the merged person.

Sendable doesn't bring values edited in Attio back into Sendable.

PermissionsCopy Anchor Link

Sendable asks Attio for access to:

• people and companies, to find, create and update them;
• the people object's settings, to add the Sendable fields;
• notes, activities and activity types, to log what happens on LinkedIn;
• files, to add images from LinkedIn messages;
• webhooks, to know when a person is deleted or merged in Attio.

TroubleshootingCopy Anchor Link

Reconnecting with a different Attio workspace starts from scratch: nothing is carried over from the previous one.