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How to use Attio CRM Sync

Written by Oskar Johnson Hägglund

How to use Attio CRM Sync

The Attio connector pushes companies and people into Attio. CRM Sync works the other way: it brings your Attio company data back into Albacross, so you can segment and prioritise website visitors by what's already in your CRM, spot the accounts you already have, and see Attio details on each company's profile.

CRM Sync is independent of connectors — you can use either on its own.

Before you begin, make sure you have:

  • Your Attio workspace connected to Albacross. If you haven't done this yet, follow How to connect Attio to Albacross first.

  • An active Albacross account with the Attio integration included in your plan.

Step 1 — Open CRM Sync

  1. Sign in to Albacross and go to Account → Integrations → Attio.

  2. Open the CRM Sync tab.

Step 2 — Choose fields and start the sync

  1. Under Sync companies, select the Attio company fields you want available in Albacross. You can sync picklist, status, owner and yes/no fields — up to 8.

  2. Click Start sync.

Albacross runs an initial sync of your Attio companies. When it finishes, the header shows CRM Sync is Active along with the time of the last sync.

Step 3 — Use your Attio data in Albacross

Once the sync is active, your Attio data — matched to visitors by company domain — appears in three places.

Filter and segment by Attio data

In the segment and filter builder you'll find an Attio group with:

  • Exists in Attio — include or exclude companies already in your Attio workspace (for example, hide the accounts you already own).

  • A filter for each synced field — filter visitors by owner, status, picklist or yes/no values.

Spot Attio accounts in your leads list

Companies that exist in Attio show an Attio icon in your leads list, so you can tell at a glance which visitors are already in your CRM.

View the Attio card on a company profile

Open any company profile to see an Attio card with your synced fields and a Show in Attio link straight to the record.

Keeping your data current

  • Real-time updates: changes you make in Attio — edits, new companies, deletions — flow into Albacross automatically via webhooks.

  • Manual re-sync: use the Re-sync button on the CRM Sync tab to refresh everything on demand.

Turning off CRM Sync

Open the CRM Sync tab and click Disable. This removes the mirrored Attio data from Albacross — the leads-list icon, the Attio filters and the profile cards — and pauses any segment or workflow that filters on Attio fields. Your Attio workspace itself is unaffected, and you can re-enable at any time.

Notes and troubleshooting

  • Companies only (for now). CRM Sync mirrors company records; people aren't synced back into Albacross.

  • Matching is by domain. A visitor is linked to an Attio company by website domain; Attio companies without a domain aren't synced.

  • Which fields can I sync? Picklist (select), status, owner and yes/no (checkbox) fields. Text and number fields aren't available yet.

  • Nothing showing up? Confirm the sync is Active, that the Attio company has a domain matching the visitor's website, and that you've selected at least one field.

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