Attio

Seamlessly integrate BubblaV with Attio to keep your CRM data in perfect sync with your customer conversations.

Scope note: Attio provides CRM contact context — contact sync, transcript notes, and visitor insights. It does not sync support tickets into the Live Support inbox (Attio has no ticketing API). For ticket sync, use the HubSpot or Zendesk integration.

Note: The Attio integration requires a Pro+ plan or higher.

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Features

• Automatic Contact Sync: Automatically creates or updates “Person” records in Attio when a visitor provides their email.
• Lead Capture: Leads from newsletter signups and contact forms are instantly synced to Attio with UTM parameters and source tracking.
• Transcript Logging: Chat transcripts are automatically saved as “Notes” on the Person record when conversations are resolved.
• Copilot CRM Tools: AI Copilot can search contacts, fetch profiles, and sync data to Attio in real-time during conversations.
• Agent Workspace Actions: Human agents can manually search contacts, fetch profiles, and sync visitor information from the dashboard.
• Visitor Insights: View Attio profile links and details directly within the BubblaV dashboard when chatting with a visitor.
• Two-Way Sync: Contact detail changes made in Attio (name, job title, company, phone, description) sync back into the BubblaV visitor profile automatically.
• Configurable Sync: Toggle contact syncing and transcript logging independently based on your workflow needs.
• Custom Attribute Mapping: Map visitor and form fields to your own Attio attributes — standard or custom — so lead capture writes exactly the data you care about.

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Setup Guide

There are two ways to connect BubblaV to your Attio workspace:

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Option 1: From BubblaV Dashboard

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Option 2: From Attio Marketplace

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Configuration

Once connected, you can configure the integration from the dashboard:

• Sync contacts: Automatically capture and update people in Attio from chat sessions.
  • If the email exists in Attio, we update the Person.
  • If it’s new, we create a Person.
• Log chat transcripts: Attach full conversation history as Notes to contact records when conversations are resolved.
• Custom attribute mapping: Map visitor and form fields to your own Attio attributes.

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Custom attribute mapping

In Integrations → Attio → Custom attribute mapping, map any visitor or form field (for example utm_source, company, or one of your own form field names) to any writable Attio attribute — standard or custom. The mapped value is written to the Person record whenever a lead is captured.

• Pick the Attio attribute from the dropdown, loaded straight from your workspace. If the list can’t be loaded, type the attribute slug directly.
• Select/status values must already exist as options in Attio — unmatched options are skipped.
• Mappings override the built-in defaults (UTM parameters, lead source, company, job title, phone, website) when both target the same attribute.

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Copilot Tools

When Attio is connected, AI Copilot gains access to powerful CRM tools that agents can invoke during conversations:

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attio_search_contact

Search for contacts in Attio by name or email address. Returns a list of matching contacts with their names, emails, and profile URLs.

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attio_fetch_contact

Fetch detailed information about a specific contact from Attio. Provide either an email address or a record ID to retrieve the full profile including:

• Name and email
• Job title
• Company name and domain
• Phone number
• Custom attributes
• Direct link to Attio profile

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attio_sync_contact

Manually sync a visitor’s contact information to Attio. Creates a new Person or updates an existing one with the provided email and name. These tools are available to human agents through the Copilot interface, allowing real-time CRM data access without leaving the conversation.

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Agent Workspace Tools

Human agents also have direct access to Attio tools from the dashboard sidebar. These tools work independently of the AI and can be used to:

• Search for existing contacts by email
• Fetch detailed contact profiles
• Manually sync visitor information to Attio

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How it Works

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Lead Capture

When a visitor fills out a newsletter signup form or contact form on your website, BubblaV automatically captures the lead and syncs it to Attio:

• Person Record: Creates or updates a Person record with email and name
• UTM Parameters: Captures source tracking data (utm_source, utm_medium, utm_campaign, utm_term, utm_content)
• Additional Info: Includes company, job title, phone, and website if provided

This happens automatically in the background as soon as the form is submitted.

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Contact Syncing

When a user starts a chat and provides an email (either via the pre-chat form or during conversation), BubblaV searches your Attio workspace for a Person with that email.

• Match Found: We link the chat session to that Person.
• No Match: We create a new Person record with the email_addresses and name attributes.

This can happen automatically (if “Sync contacts” is enabled) or manually via Copilot tools.

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Chat Transcripts

When a conversation is resolved, the full transcript is posted as a Note to the Person record in Attio (if “Log chat transcripts” is enabled). The transcript includes:

• Timestamp for each message
• Sender identification (Visitor, Bot, or Agent name)
• Full message content

This allows your team to see the full context of the interaction directly in the CRM.

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Visitor Insights

When a support agent views a visitor in the BubblaV dashboard, we look up that email in Attio. If a match is found, we display:

• A link to their Attio profile
• Key contact details like name and company
• Option to sync the contact if not already in Attio

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Real-Time CRM Access

Agents can use Copilot tools or workspace actions to:

• Search for contacts without leaving the chat
• Fetch complete profile information on demand
• Sync new or updated contact information instantly