Turn Every Call Into An Attio Person, Company, And Deal
Marlie AI answers your calls, qualifies prospects, and creates People, Companies, and Deals in Attio with the right attributes and lists — so your modern CRM stays current without manual entry.
A modern AI receptionist for Attio's data-driven CRM
Attio is the relationship CRM that startups and operators love because the data model is flexible and the UI is fast. The weak point is still the phone: calls don't get logged, People records get stale, and Deals miss key attributes that drive your reporting.
Marlie AI plugs straight into Attio. Every inbound call creates or updates People and Companies, attaches a call activity with full notes, and can spin up a Deal in the right list with the right attributes — all in real time.
Also useful: CRM and Zapier integrations.
What You Get with Marlie + Attio
Everything you need to connect your phone calls with Attio — fully automated, zero manual work.
Auto-Create People & Companies
New callers become Attio People with their Company auto-detected and linked, populated with everything Marlie qualified on the call.
Deal Creation In The Right List
Qualified calls spin up Deals in the correct Attio list and stage, with estimated value and close date inferred from the conversation.
Activity Logging
Every call is logged as an activity on the Person and Company records with summary, transcript, and link to the recording.
Custom Attribute Mapping
Map any qualifying answer — use case, team size, urgency, source — into an Attio attribute for clean filters and views.
Smart Deduplication
Returning callers are matched to existing People in Attio so your CRM stays clean and relationship history is preserved.
Instant Sync
People, Companies, and Deals appear in Attio within seconds of the call ending — your team sees pipeline movement live.
How It Works
Get up and running with Attio in minutes — no coding required.
Connect Attio
Authenticate Attio in the Marlie dashboard using your workspace API key. Connection takes minutes, no developer required.
Map Lists, Stages & Attributes
Pick which Attio lists Marlie writes Deals to, which stages get used for which intents, and which attributes receive call data.
Marlie Answers & Qualifies
Inbound calls are answered 24/7. Marlie qualifies the caller, captures details, and detects deal intent.
Attio Stays Current
People, Companies, Deals, and activities are created or updated in Attio in real time — your CRM is always accurate.
Built for Real Scenarios
See how businesses use Marlie + Attio to capture more leads and streamline operations.
Founder-Led Sales
A founder runs sales out of Attio but can't take every inbound call from the website or outbound campaigns.
Marlie qualifies the call, creates the Person, Company, and Deal in Attio, and the founder picks up the conversation from a fully populated record.
B2B Sales Teams
A small B2B team uses Attio for pipeline but loses inbound calls during deep-work blocks and demos.
Every call lands in Attio as a logged activity, qualified callers create new Deals, and the team sees pipeline movement in real time.
Operations & Customer Calls
An operator uses Attio to track customer relationships and renewals, with calls slipping through the cracks.
Marlie logs every customer call as an activity on the right Person and Company, surfacing risks and opportunities in Attio views.
Frequently Asked Questions
Common questions about the Marlie AI + Attio integration.
Which Attio plans work with Marlie?
Can Marlie create Deals in specific Attio lists and stages?
How does Marlie handle returning callers?
Can Marlie populate custom attributes in Attio?
Are call recordings stored in Attio?
Can Marlie create Companies, not just People?
Related Integrations
Marlie AI connects with more than just Attio. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Attio?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
