Attio

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

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.
• Configurable Sync: Toggle contact syncing and transcript logging independently based on your workflow needs.

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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.
• Reconnect: If you connected via the legacy flow, click “Reconnect” to enable full API authorization for all features.

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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