Attio Integration

Connecting Attio with MasterInbox allows you to:

• Sync prospects from MasterInbox to Attio.

• Automatically update contacts based on conversation activity.

• Map labels to Attio actions.

• Synchronize contact fields between both platforms.

• Keep your CRM and inbox aligned automatically.

Step 1: Generate Your Attio API Key

Before connecting Attio, you'll need your API key.

1. Log in to your Attio account.

2. Navigate to your API Settings.

3. Generate or copy your API Key.

4. Keep the API key ready for the next step.

Step 2: Connect Attio to MasterInbox

1. Open MasterInbox.

2. Go to Settings.

3. Select Integrations.

4. Choose Attio.

5. Paste your Attio API Key.

6. Click Continue.

Once the API key is validated, you'll be redirected to the Attio integration settings.

Step 3: Configure Prospect Sync Settings

Choose how prospects should sync from MasterInbox to Attio.

Select Channels

Choose which connected channels should sync contacts to Attio.

You can select the specific email or LinkedIn channels you want included.

Recommended use case: Only sync conversations from the channels you want tracked inside your CRM.

Select a Workspace Member

Choose the workspace member whose Attio connection should be used for synchronization.

This determines which Attio account receives the synced contacts and updates.

Step 4: Configure Label Mapping

Label Mapping allows MasterInbox labels to trigger corresponding actions inside Attio.

Select:

• A MasterInbox Label

• The corresponding Attio Action

For example:

• Interested → Qualified Lead

• Meeting Request → Meeting Scheduled

• Client → Customer

• Not Interested → Closed Lost

This keeps your CRM automatically updated as conversations progress.

Step 5: Configure Field Mapping

Field Mapping controls how contact information is synchronized between MasterInbox and Attio.

Auto-Sync Fields

Available options include:

• Auto-sync Fields: MasterInbox → Attio

• Auto-sync Fields: Attio → MasterInbox

Enable one or both depending on the direction you want your data synchronized.

Recommended use case: Keep contact information updated automatically across both platforms without manual editing.

MasterInbox Field Mapping

Choose which MasterInbox fields should map to Attio contact attributes.

Available MasterInbox fields include:

• Attio Person ID

• Campaign ID

• Company

• Custom Address

• Custom Company Name

• Custom ESP

• Custom AB

• Domain

• Email

• First Name

• Last Name

• Name

• Website

• LinkedIn

• Job Title

Select the corresponding Attio attribute for each field.

Supported Attio attributes include:

• Name

• Email Address

• Description

• Job Title

• Phone Number

• Facebook

• Instagram

• LinkedIn

• Twitter

• And other supported Attio contact attributes.

Note: Only simple Attio contact attributes (such as text, number, select, and similar supported field types) are available for mapping.

Recommended use case: Automatically populate and maintain Attio contact records using information collected in MasterInbox.

Step 6: Configure Static Value Mapping

Static Value Mapping sends a fixed value to an Attio contact attribute whenever a prospect is synchronized.

To create a mapping:

1. Click + Add Mapping.

2. Enter the static value.

3. Select the Attio attribute that should receive the value.

4. Save the mapping.

For example, you could automatically assign:

• Lead Source = MasterInbox

• Department = Sales

• Region = North America

This helps standardize contact information across your CRM.