Attio
Connect Attio so Penny can read and update people, companies and deals in your Attio CRM with approval before any change.
Attio is a modern CRM for relationship-driven teams. Connect it to Prosyo so Agent Penny can look up people, companies and deals and keep outbound activity aligned with what is already in Attio.
CRM context without the double entry
- Read people and companies — Check status before you enroll someone in a campaign.
- Update deals when you approve — Push the right updates after a reply or meeting signal.
- Keep ownership clear — Prosyo runs outbound; Attio remains the system of record for relationships.
- Nothing writes without your yes — Change actions appear as approval cards.
How teams use Attio with Prosyo
Before enrolling a list, ask Penny whether those people already exist in Attio and at what stage. After a positive reply, approve a deal or person update so the CRM stays accurate without double entry.
Setup in minutes
Connect Attio under Integrations → Connectors, pick the workspace, and enable read vs change actions carefully. Change actions always surface for approval.
Close
Connect Close so Penny can look up leads, opportunities and activity in your Close CRM while you run outbound in Prosyo.
Pipedrive
Connect Pipedrive to Prosyo to automatically sync prospects, link organizations, and update deal stages. Map custom fields securely without overwriting data.
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