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Documentation Index

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Connect your Attio CRM to keep companies, contacts, and deals in sync with Doris. Changes flow both ways — updates in either platform stay in sync automatically.
Attio is an organization-wide integration configured by an admin from Settings > Admin. CRM data is shared across your entire team.

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Setup

1

Navigate to Admin Settings

Go to Settings > Admin in the Doris sidebar (admin only).
2

Connect Attio

Click Attio > Connect. You’ll be redirected to Attio to sign in and authorize access.
3

Grant permissions

Authorize Doris to access your Attio workspace. Doris needs read/write access to records, notes, and webhooks.
4

Wait for initial sync

Doris will begin syncing your CRM data. Initial sync may take a few minutes depending on the size of your Attio workspace.

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What Syncs

Attio ObjectDoris ObjectDirection
CompaniesCompaniesBoth ways
PeopleContactsBoth ways
DealsDealsBoth ways
Sync happens automatically — changes are reflected in near real-time.

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What It Does

Once connected, Attio data powers several Doris features:
  • Deals — Your Attio deals appear in the Doris pipeline with AI qualification scores
  • Home — Company and contact profiles are enriched with CRM data
  • AI Chat — Ask questions about any company, contact, or deal from Attio
  • Deal Qualification — Deals are automatically scored based on conversation evidence

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Tips & Troubleshooting

You don’t need to create deals manually in Doris if Attio is connected — they sync automatically.
If you notice sync delays, an admin can re-authorize the connection from Settings > Admin to refresh it.
Disconnecting Attio will stop syncing new data but won’t delete existing data from Doris.