The Next-Gen CRM meets AI Chat
Attio and BubblaV work together to ensure your customer data is always rich, accurate, and accessible when you need it most.
Instant People Creation
Automatically create or update Person records in Attio whenever a visitor provides their email address in chat.
Automatic Lead Capture
Leads from newsletter signups and contact forms are instantly synced to Attio with UTM parameters and source tracking.
Transcript Logging
Full chat transcripts are saved as Notes on the Attio Person record when conversations are resolved.
Copilot CRM Tools
AI Copilot can search contacts, fetch profiles, and sync data to Attio in real-time during conversations.
Agent Workspace Actions
Human agents can manually sync contacts, search for people by email, and view full CRM profiles from the dashboard.
Visitor Insights
Display Attio profile data directly in the BubblaV dashboard, so support agents know exactly who they are talking to.
Why teams choose BubblaV + Attio
Lead Captured
A visitor signs up for a newsletter, fills a contact form, or chats and provides their email address.
Synced to Attio
BubblaV automatically creates or updates a Person record in Attio with the lead's details, including UTM parameters for source tracking.
Transcript Logged
When chat conversations are resolved, the full transcript is added as a Note to their profile for future reference.
Common Questions
Everything you need to know about the Attio integration.
How do I connect Attio?
How do I connect Attio?
You can install the BubblaV app directly from the Attio Marketplace. Alternatively, go to your BubblaV dashboard, navigate to Integrations, and click "Connect" on the Attio card. Note that Attio integration requires a Pro+ plan.
What data is synced?
What data is synced?
We sync the visitor's Name and Email address to the Person object in Attio. For leads from forms and newsletters, we also capture UTM parameters (source, medium, campaign) for attribution. When enabled, chat transcripts are logged as Notes when conversations are resolved.
What are Copilot tools?
What are Copilot tools?
Copilot tools are AI-powered actions available to your support agents. They can search contacts by name or email, fetch detailed profiles, and sync new information to Attio without leaving the chat interface.
Can agents manually work with Attio data?
Can agents manually work with Attio data?
Yes. Human agents have access to manual tools in the dashboard to search for contacts, fetch profile details, and sync visitor information to Attio on demand.
Does it create duplicates?
Does it create duplicates?
No. BubblaV checks if a Person with the given email address already exists in your Attio workspace. If they do, we update the existing record instead of creating a new one.
Is it real-time?
Is it real-time?
Yes. Contact creation and transcript logging happen immediately. Agents can search and fetch CRM data in real-time during conversations.
What configuration options are available?
What configuration options are available?
You can toggle automatic contact syncing and transcript logging independently. If you connected via the legacy flow, you may need to reconnect to enable transcript logging with full API authorization.