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Sales and CRM

Connect Attio to OpenTag

Search CRM context and maintain records with the access you choose.

Slack Marketplace approvedBacked byY Combinator
Connect AttioRead the integration guide

OpenTag + Attio

Put Attio to work from Slack

Ask a question or describe the work you need in plain English. OpenTag uses the tools exposed by your Attio connection, then brings the result back to the channel or DM where the work started.

Connect once, then ask from Slack

The connection dialog is the source of truth for the accounts, permissions, and actions available to your workspace.

  1. 1

    Choose Attio

    Open Integrations in OpenTag, select Attio, and authorise the account you want to use.

  2. 2

    Review access

    Check the sharing and read or write choices shown for that account before completing the connection.

  3. 3

    Start the work

    Mention OpenTag in an invited Slack channel or DM and say what you need from the connected account.

Your account stays within the access you choose

Integrations belong to the person who connected them. OpenTag uses the selected account only when a request needs it, and a connection set to read only stays read only.

Private or team accessScoped permissionsRevocable anytime

Routines that use Attio

Start with a recurring task, then choose the accounts, scope and Slack destination that fit your team.

  • SalesEvery Monday

    Monday pipeline review

    List open Attio deals, flag records with no next step, and link the ones that need attention.

    • Attio
    • Slack
    Example request

    “Every Monday at 09:00 [timezone], review open deals in Attio, flag any without a next step, and post a sourced summary with links in #sales.”

    View routine

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