> ## Documentation Index > Fetch the complete documentation index at: https://docs.bubblav.com/llms.txt > Use this file to discover all available pages before exploring further. # Attio > Sync chat contacts and transcripts to your next-gen CRM 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. Attio Integration ## 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. ## Setup Guide There are two ways to connect BubblaV to your Attio workspace: ### Option 1: From BubblaV Dashboard Navigate to the **Integrations** tab in your BubblaV dashboard. Find the **Attio** card and click the **Connect** button. You will be redirected to the BubblaV app in the Attio Marketplace. In the Attio Marketplace, click **Install** or **Connect**. Follow the prompts to authorize the connection. ### Option 2: From Attio Marketplace Search for **BubblaV** in the [Attio Marketplace](https://attio.com/apps/bubbla-v). Click **Install**. You will be redirected to BubblaV to log in (if you aren't already) and select which website you want to connect. Once back in Attio, click **Allow** to grant BubblaV permission to read and write records. ## 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. ## Copilot Tools When Attio is connected, AI Copilot gains access to powerful CRM tools that agents can invoke during conversations: ### `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. ### `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 ### `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. ## 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 ## How it Works ### 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. ### 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. ### 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. Chat Transcripts ### 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 Visitor Insights ### 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