Attio Integration

What Gets Synced

Meeting notes → Saved as new Notes in the Attio contact record.
Summaries, key points, and action items are included in a clean, formatted layout.

Common Automations

Sales calls → Notes automatically attached to the right contact in Attio.
Consulting meetings → Key decisions synced into Attio for client visibility.

How to Connect

In Klu, open a meeting note and click Share.

1. Select Share to Attio.

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

2. Pick the contact from your Attio workspace.

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

3. The note appears under the Notes tab for that contact.

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

Permissions & Security

Syncs only with contacts you select.
SOC 2 + GDPR compliant.

Who Benefits

Sales teams: Keep every client call documented inside Attio.
Customer success: Store action items for each client conversation.
Leaders: Ensure full visibility of client history.

Q: What gets synced when I share notes from Klu to Attio?
A: Your meeting summary, key points, and action items are shared into Attio as a note on the selected contact, company, or deal.

Q: Can I choose which contact or deal to share notes with?
A: Yes, during the share flow you select the contact or deal inside Attio where the note should be logged.

Q: Does Klu update Attio automatically?
A: Currently, notes are shared manually by clicking “Share to Attio.” Automatic sync rules are on the roadmap.

Q: Is my data secure when sending to Attio?
A: Yes, Klu uses encrypted APIs and only writes to the records you explicitly select.