Attio logo
CRM Integration

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

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.

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.

1

Connect Attio

Authenticate Attio in the Marlie dashboard using your workspace API key. Connection takes minutes, no developer required.

2

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.

3

Marlie Answers & Qualifies

Inbound calls are answered 24/7. Marlie qualifies the caller, captures details, and detects deal intent.

4

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

Scenario

A founder runs sales out of Attio but can't take every inbound call from the website or outbound campaigns.

Outcome

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

Scenario

A small B2B team uses Attio for pipeline but loses inbound calls during deep-work blocks and demos.

Outcome

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

Scenario

An operator uses Attio to track customer relationships and renewals, with calls slipping through the cracks.

Outcome

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?

Attio plans that include API access work with Marlie — typically Pro and above. Free workspaces with API access can also connect for basic flows.

Can Marlie create Deals in specific Attio lists and stages?

Yes. You can route Deals to any list and starting stage you configure, with different rules for different call intents or sources.

How does Marlie handle returning callers?

Marlie matches callers to existing People in Attio by phone and email. Returning callers get a new activity on their record instead of a duplicate Person.

Can Marlie populate custom attributes in Attio?

Yes. Map any call data point — use case, team size, budget, source — to any Attio attribute from the Marlie dashboard.

Are call recordings stored in Attio?

Transcripts and summaries are attached to the Attio activity. Full recordings stay in Marlie with a deep link from the activity record.

Can Marlie create Companies, not just People?

Yes. Marlie auto-detects the Company from email domain and conversation context, creates or matches the Attio Company, and links the Person to it.

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Marlie AI connects with more than just Attio. Explore our other integrations.

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What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
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    Marlie AI + Attio Integration | AI Receptionist For Modern Relationship CRM