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Integrations

Connect Attio to Ventos

Connect Attio so Ventos can search and work with your team’s CRM records from a conversation. An admin connects the workspace first; each team member connects their own account before Ventos creates or updates records as them.

Organization connection

Section titled “Organization connection”

Connecting Attio for your organization indexes Attio records, notes, and list entries into the knowledge base.

Before you begin

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For organization setup, you need an Admin role in Ventos and permission to authorize the target Attio workspace. For personal setup, your Attio account must have access to that same workspace.

Admin: connect Attio for your organization

Section titled “Admin: connect Attio for your organization”

A one-time setup, done by an admin.

  1. Open Settings › Integrations and click Connect on the Attio card.
  2. Sign in to Attio and authorize Ventos, then choose the workspace to connect.

The Attio card now shows as connected, and the personal connection becomes available to everyone in the organization.

Personal connection

Section titled “Personal connection”

Connect your Attio account to have Ventos create and update records, notes, list items, and tasks as you. This step is available only after an administrator has completed the organization connection.

Connect your Attio account

Section titled “Connect your Attio account”
  1. Open Settings › Personal Integrations and click Connect on the Attio card.
  2. Authorize with your own Attio account.

To disconnect later, click the trash icon on the card.

What success looks like

Section titled “What success looks like”

The Attio card shows as connected for the organization. After a team member connects their own account, Ventos can create and update Attio records as them.

Next steps

Section titled “Next steps”