CRM
Attio
Connect Attio to Leexi to automatically receive your call notes on your deals, contacts, and organizations.
| Who is this for? | Required permissions and licenses |
|---|---|
| • For administrators managing the company's integrations. | • Administrator rights on your Leexi and Attio workspaces. • License required: depending on your plan, check availability in Settings > Integrations. |
How to use it
Add the Attio integration in Leexi
From your Leexi account, go to Settings → Company settings → Integrations, then click Add on the Attio card.
Accept the requested permissions
Approve the permissions requested by Leexi to access your Attio workspace.
Enable the CRM notification on your summary templates
Go to Customization settings → Summary templates, then check the "CRM" notification for each summary template you want to send to Attio. Without this step, you won't receive your summary as a note in the CRM.
Check the sync
Done! Your CRM information is now synced with Leexi and you'll receive call notes on the relevant deals, contacts, and organizations. Here's the type of note you'll see in Attio.
Things to watch out for
- If the "CRM" notification isn't checked on a summary template, the corresponding summary isn't sent to Attio.