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Attio

Send sales call notes to Attio and synchronize all your prospect conversations.

CRM
Automations
https://attio.com/
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About

Attio is a modern customer relationship management (CRM) platform designed to help businesses manage and organize their customer interactions and data more effectively. Unlike traditional CRMs that are often rigid and difficult to customize, Attio is known for its flexibility and ease of use.

Claap helps you record sales meetings and send AI-powered notes directly to your Attio CRM.

HOW DOES IT WORK?

  1. Record meetings with Claap and use our AI Notes using the template that fits your need (BANT, MEDDIC, SPIN, etc...)
  2. Send your notes to Attio using Claap’s integration.
  3. Access your meeting notes directly from your records (Contact, Deal) on Attio.
  4. Send CRM data back to Claap to enrich AI Insights

WHAT ARE THE BENEFITS OF ATTIO’S INTEGRATION

  • Save time filling out your CRM
  • Gain better visibility into pipeline activities with updated information.
  • Easily identify coaching opportunities by reviewing calls straight from your CRM
  • Find winning patterns in your sales meetings

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