Overview 

Attio is the flexible CRM where your team manages core customer data, from contact details to deal stages. Notion is the collaborative workspace where your team creates account plans, project briefs, and meeting notes. The ideal integration between them creates a single, unified workspace where your collaborative documents in Notion are always powered by live, accurate data from your CRM.

However, without a proper connection, your Notion pages quickly become static and outdated. Teams waste hours manually copy-pasting data from Attio before every meeting, and there's no guarantee everyone is looking at the most current information. The solution is a direct, bi-directional API integration. We build a real-time bridge that syncs data between Attio and Notion, transforming your static documents into dynamic, self-updating dashboards.

Our Approach 

Novlini builds a direct API connection using the official Attio and Notion APIs to ensure your data flows seamlessly and reliably between both platforms.

• Automated Page Creation: Stop building pages from scratch. When a key event happens in Attio like a deal moving to 'Closed Won' automatically create a new client onboarding page in Notion from a template, pre-populated with all the relevant CRM data.

• Real-time Database Sync: Keep your Notion databases perfectly in sync with your Attio lists. Update a property in an Attio record, and see it reflected instantly in your Notion database. You can even enable a two-way sync to update Attio records directly from Notion.

• Build Living Internal Documents: Turn your CRM data into a collaborative tool. Build dynamic account plans, project dashboards, or meeting prep pages in Notion that automatically pull in the latest details from Attio, ensuring your entire team is always working with the right context.

• Controlled and Secure Sync: Maintain full control over your data. We configure the integration to let you choose exactly which Attio fields are viewable or editable from Notion. This gives your teams the collaborative freedom of Notion while protecting the integrity of your core CRM data.

Proven Results 

This integration is essential for collaborative teams like Customer Success, Account Management, and Solutions Engineering. It eliminates the tedious work of keeping documents and the CRM in sync, replacing scattered files with a single, synchronized workspace. Clients see a more streamlined onboarding process, better-prepared teams for meetings, and an entire organization that is perfectly aligned on the most current customer information.

See It In Action 

We integrate Notion as a core collaboration hub within the GTM engines we build for clients. Here is an example:

• Olyzon: Building a GTM engine for US market expansion, using Notion for collaborative campaign management that's always in sync with their Attio CRM.

  Read the full case study - here.