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Connect Attio

Updated 13 October 2026

Connecting Attio lets SalesGhost use the records your team already keeps there: people, companies and deals.

Connect it

  1. Download SalesGhost for Mac or Windows and sign in
  2. Open Settings → Integrations and choose Attio
  3. If you're a workspace admin, choose whether the connection is for the whole workspace or just you
  4. Click Connect Attio. Your browser opens Attio's sign-in and consent screen
  5. Approve access to your Attio workspace, and you're returned to SalesGhost, connected

What you get

Briefs before the call. SalesGhost finds the people you're meeting in Attio by email and company domain, and adds who they are, their company and their open deals to the meeting's brief.

Answers during the call. When a question comes up, SalesGhost can search Attio for a person, company or deal and read the record, so the answer appears next to your call without you switching windows.

Notes after the call. The recap includes a short note summarising the call that you can paste into the Attio record.

You can connect more than one CRM. SalesGhost checks each of them and works out which records belong to the conversation.

What access means

SalesGhost asks Attio for access to records and lists, notes, tasks, meetings and call recordings, comments, files, webhooks and workspace members. Today it uses your people, companies and deals. The wider access means new features, such as logging calls, notes and tasks to Attio, work without you reconnecting. Attio's consent screen lists exactly what you're approving.

A workspace connection is used on every rep's calls in your SalesGhost workspace. A personal connection is only used on your own calls.

Disconnecting

Open Settings → Integrations → Attio and click Disconnect. You can also remove SalesGhost from your connected apps in Attio. SalesGhost stops reading Attio straight away.

If the connection fails

  • Attio shows an error after you sign in with Google: sign in at app.attio.com first, in a normal browser window, then start the connection again.
  • "Only organization admins can manage organization CRM connections": ask a workspace admin to connect it for the workspace, or connect it just for yourself.
  • Anything else: email support@salesghost.app or use Settings → Support → Report a problem.