# Attio Setup > >- - **Type:** Skill - **Install:** `agentstack add skill-leadmagic-gtm-skills-attio-setup` - **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior - **Seller:** [LeadMagic](https://agentstack.voostack.com/s/leadmagic) - **Installs:** 0 - **Category:** [Communication](https://agentstack.voostack.com/c/communication) - **Latest version:** 0.1.0 - **License:** MIT - **Upstream author:** [LeadMagic](https://github.com/LeadMagic) - **Source:** https://github.com/LeadMagic/gtm-skills/tree/main/skills/automation/attio-setup - **Website:** https://github.com/LeadMagic/gtm-skills ## Install ```sh agentstack add skill-leadmagic-gtm-skills-attio-setup ``` Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent. ## About # Attio Setup ## Overview Attio is the modern programmable CRM. Unlike HubSpot (unified suite) or Salesforce (enterprise customizability), Attio is built for teams that want a CRM that works like a database — flexible objects, real-time collaboration, and API-first architecture. Best for startups and growth-stage B2B SaaS that find HubSpot too rigid and Salesforce too heavy. ## Authoritative Foundations - **Attio Programmable CRM Model** — Shapes deliverables for this skill — Attio is the modern programmable CRM. - **Modern CRM Architecture** — Shapes deliverables for this skill — Attio is the modern programmable CRM. - **HubSpot Academy — CRM Automation** — Lifecycle stages, object model, and workflow enrollment patterns. ## When to Use - "Set up Attio for our sales team" - "Configure Attio objects and pipelines" - "Build Attio workflows" - "Migrate to Attio from HubSpot/Salesforce" - "Set up enrichment in Attio" ## Step-by-Step Process Load **crm-toolkit** first — crm-selection, contacts-vs-leads (Attio has **no Lead object** — use `status` on People + **lists as SDR queues**), and attio-blueprint. ### Phase 1: Object Model Attio is object-based. Standard: Companies, People, Deals. Custom objects for anything: Subscriptions, Customer Success Plans, Partner relationships. **Contacts vs leads:** No Lead object and no conversion step. Inbound → Person with `status=inbound`; SDR list filters the queue; qualified → create Deal. See **crm-toolkit** → contacts-vs-leads reference. **Key difference vs Salesforce:** No rigid Lead→Account→Contact hierarchy. Everything is a flat object that can be linked. A Person can belong to multiple Companies. A Deal can involve multiple People. ### Phase 2: Lists and Views Lists are Attio's killer feature. Create dynamic lists based on any attribute: "Companies in my ICP with no open deals," "Deals stalled >14 days," "Contacts with unverified emails." Views: kanban, table, timeline, list. Each view filters a list. Share views with the team. Save frequently-used views. ### Phase 3: Workflows Attio's automation engine. Triggers: record created/updated/deleted, list membership changed, date reached. Actions: update record, create task, send Slack notification, call webhook. Key workflows: - New deal created → assign rep, create onboarding task - Deal stalled >14 days → Slack alert to manager - Company added to ICP list → auto-enrich via webhook - Contact email unverified → flag for verification ### Phase 4: Enrichment Integration Attio's API-first design makes enrichment integration clean: - Webhook on record create → external enrichment → write back to Attio - Scheduled list-based enrichment: "enrich all companies added this week" - Real-time enrichment via Zapier/Make triggers ### Phase 5: Collaboration Attio's real-time collaboration: multiple team members editing the same record simultaneously. Notes, comments, mentions. Slack integration for notifications on deal changes, new assignments, and stalled deals. ## Output Format Attio configuration document with: object model design, list/views catalog, workflow automation map, enrichment integration setup, and team collaboration guidelines. ## Quality Check - [ ] Object model: Companies, People, Deals configured with custom attributes - [ ] Key Lists created (ICP companies, stalled deals, unverified contacts) - [ ] Workflows automating repetitive tasks - [ ] Enrichment integration via webhooks active - [ ] Team views shared and adopted ## Common Pitfalls 1. **Over-building objects.** Start with Companies, People, Deals. Add custom objects only when these three can't represent what you need. 2. **No lists.** Lists are Attio's superpower. Without them, it's just a spreadsheet. Build lists for every segment and workflow trigger. 3. **HubSpot migration without cleanup.** Moving bad data to Attio is just bad data in a better tool. Clean your data before migrating. 4. **API-first without API use.** Attio's API is the differentiator. Use it for enrichment, automation, and custom integrations. ## Execution Artifacts - `references/framework-notes.md` — named frameworks, citation anchors, and operating assumptions - `templates/output-template.md` — copy-paste deliverable structure for the user - `scripts/check-output.py` — local checklist validator for required sections This skill includes lightweight artifacts the agent can load on demand: Use the artifacts when the user asks for an implementation-ready deliverable, a repeatable workflow, or a quality check rather than generic advice. ## Related Skills - **crm-toolkit**: Selection, contacts-vs-leads, attio-blueprint, partners - **crm-integration**: CRM configuration principles - **pipeline-management**: Deal stage design - **hubspot-setup**: HubSpot alternative (lifecycle stages) - **salesforce-setup**: Salesforce alternative (Lead convert) ## Source & license This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code. - **Author:** [LeadMagic](https://github.com/LeadMagic) - **Source:** [LeadMagic/gtm-skills](https://github.com/LeadMagic/gtm-skills) - **License:** MIT - **Homepage:** https://github.com/LeadMagic/gtm-skills Install and usage instructions live in the source repository linked above. ## Pricing - **Free** — Free ## Security capabilities Automated source analysis of v0.1.0 — what this tool can access: - **Network access:** no - **Filesystem access:** no - **Shell / process execution:** no - **Environment & secrets:** no - **Dynamic code execution:** no *"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.* ## Versions - **0.1.0** — security scan: passed — Imported from the upstream source. ## Links - Listing page: https://agentstack.voostack.com/l/skill-leadmagic-gtm-skills-attio-setup - Seller: https://agentstack.voostack.com/s/leadmagic - Browse the marketplace: https://agentstack.voostack.com/browse --- Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.