Share Meeting Notes from Klu to Attio CRM

Why this matters for teams

For revenue and customer-facing teams, it is critical that meeting notes live inside the CRM where deals and relationships are managed. Copy-pasting notes wastes time and risks losing context.

Now, with Klu’s new Attio CRM integration, you can share your meeting summaries, key points, and action items directly into Attio with just one click. No manual logging. No missed context. Just clean, automated workflows.

How it works

When you finish a meeting in Klu, you can open the note and instantly share it to Attio.

Step 1 – Open the meeting note in Klu
Inside your dashboard, select any meeting note. You’ll see the Share button at the top.

Step 2 – Select “Share to Attio”
Click the Share button, then choose Share to Attio.

Klu Share to Attio CRM option inside meeting notes. — Select Share to Attio from the sharing menu.

Step 3 – Pick a contact in Attio
A popup will appear where you can select which contact in Attio should receive the meeting note. Start typing to search for the right contact.

Klu contact selector to share meeting notes to Attio CRM. — Pick the right Attio contact to sync your meeting note.

Step 4 – View synced notes in Attio
Once shared, open Attio and navigate to the contact record. Under the Notes section, you’ll find the synced Klu meeting note, complete with summary, key points, and action items.

Meeting note synced from Klu to Attio CRM contact record. — Meeting notes appear instantly in Attio under the contact profile.

What gets shared

When you share a meeting note from Klu to Attio, the following are included:

Summary – Concise recap of the meeting.
Key points – Bullet highlights of important discussion.
Action items – Assigned tasks and next steps.
Transcript link – Quick reference to revisit the conversation.

This means your Attio records are always complete, without needing extra admin work.

Who benefits

Sales teams – Call recaps and next steps automatically linked to the right contact.
Customer success managers – Smooth handoff between meetings, no lost context.
Leadership – A single source of truth for customer conversations inside Attio.

Final thoughts

The new Klu → Attio sync makes it effortless to connect meetings to your CRM. It is another step in Klu’s mission to turn meetings into actionable workflows, not just transcripts.

👉 Try Klu today and explore more in Klu integrations.