Overview
Attio is your CRM, the central source of truth for your customer data. Gmail is where a huge volume of your most important business conversations happen. While browser extensions are helpful for manually logging emails, a true integration works 24/7 on the server, automatically capturing every interaction and turning your inbox into an intelligent, automated data source for your CRM.
The challenge with manual, client-side extensions is that they are inconsistent, can be forgotten, and don't work for emails sent from a mobile device. This results in an incomplete communication history. The solution is a direct, server-side integration. Depending on the complexity of your needs, this can be a direct API connection for maximum reliability, or a more flexible workflow built on a platform like Make.com for intelligent email parsing and multi-step automations.
Our Approach
We build a secure, server-side connection between Gmail and Attio to automate your email logging and processing. We help you choose the right tool for the job: a direct API for rock-solid reliability, or a platform like Make.com for ultimate flexibility.
Guaranteed, Server-Side Sync (Direct API): For the critical task of logging every single customer email, a direct API connection is the most robust solution. It automatically logs all incoming and outgoing emails with known contacts to their activity feed in Attio, working from any device and ensuring no message is ever missed.
Automated Inbound Lead Creation: Monitor a specific inbox (e.g., sales@yourcompany.com). When a new inquiry arrives, a workflow can automatically parse the email content, sender, and signature to create a new, fully-populated contact and deal in Attio.
Intelligent Email Parsing & Automation (via Make): This is where the true power lies for custom workflows. For example, our Partner Page Automation workflow monitors an inbox for new partner submissions. It "reads" the email to extract key information like the company name, description, and logo URL, and then automatically creates a rich, structured partner record in Attio, ready to be synced to your website.
Bi-directional Workflows: The connection can work both ways. Actions in Attio, like changing a contact's status to "Do Not Contact," can trigger an automation that applies a corresponding label to all their conversations in your Gmail inbox for easy identification.
Proven Results
This solution is for teams who need more power and reliability than a standard browser extension. It provides complete, automated email logging for 100% data accuracy and enables powerful, custom workflows that turn your team's inbox into a structured, actionable data source for your CRM automating even the most unique business processes.