Overview 

Attio is your CRM, the central source of truth for all customer activity. Google Calendar is the scheduling platform where your team manages all their meetings. Attio comes with a powerful native integration to sync your calendar, which is the essential first step to eliminating manual data entry.

However, simply turning on the sync is not a complete solution. A basic setup can still lead to missed meetings, inconsistent data, and a lack of actionable follow-through. Your team is left with a synced calendar, but no system to act on it. The real solution is to expertly configure this native integration and then build intelligent Attio workflows that are automatically triggered by your meeting events.

Our Approach 

Novlini doesn't build the sync we make Attio's native integration work for your specific business process. We configure the connection perfectly and then build the custom workflows that turn your calendar into an automated sales and success engine.

• Perfect Configuration and Team Onboarding: We ensure every team member's calendar is connected correctly, with the right permissions and sync settings. This guarantees 100% adoption and prevents common issues like duplicate entries or missed meetings.

• Ensure Flawless Meeting Logging: We fine-tune the settings so that every external meeting is automatically and accurately logged against the correct contacts, companies, and deals in Attio, providing a complete and trustworthy activity history.

• Automate Pre-Meeting Preparation: Turn your calendar into a proactive tool. We build workflows that trigger when a specific type of meeting is booked (e.g., "Discovery Call" appears in the title). This can automatically create a task for the sales rep to review the account and prepare discovery questions, due the day before the call.

• Automate Post-Meeting Follow-ups: Ensure no opportunity is dropped after a call. We create workflows that, after a meeting's end time has passed, automatically assign a task to the owner to "Send Follow-up Recap" or "Update Deal Stage," driving accountability and momentum.

Proven Results 

This is a foundational service for any customer-facing team. We go beyond the basic sync to eliminate all manual data entry, create a perfect history of customer meetings, and build automations that ensure your team is always prepared and never misses a follow-up.