CRM · Setup guide
Attio
Keep the conversation with the customer record.
Current beta guide · Reviewed September 19, 2026
- Connection
- Beta preview
- How it works
- On demand + memory
- Doppel plan
- Pro or trial
Before you start.
An Attio account with access to the workspace and customer records you intend to use.
What you can do
- List objects, search records, and read a record’s details.
- Read a record’s note history and create an approved note attached to that exact record.
Connect Attio.
Find Attio in Doppel.
Open Settings → Integrations → Add integration. Select Attio, then Connect.
Authorize the intended workspace.
Review the account and workspace in Attio’s authorization screen. Confirm the requested access before continuing.
Return to Doppel.
Finish the browser authorization, then return to Settings → Integrations. Check that access was granted before trying the example below.
Choose what to remember.
With Pro or the trial, use Manage sources to remember selected content and assign it to a project. This is an additional, separately authorized connection.
Open Manage sources.
Go to Settings → Integrations → Manage sources. In Selected sources, choose Add account. This is separate from Add integration.
Add the source account.
Select the service and give the account a label. Sign in to the account that owns the source, or approve macOS access for Apple Calendar and Reminders. This account is stored separately from your primary integration connection.
Choose where the source belongs.
Select Choose source. Set Use in to the intended Doppel project, or All-work chats only. A source assigned to one project cannot be requested from another project’s chat.
Select what to remember.
Enter an object/record ID, such as companies/record-id, and a source name.
Check the import.
Choose Add source, then inspect its coverage and Last complete sync. Use Sync now to refresh it. Ask a question in the project you assigned, or an All-work chat if you chose All-work chats only.
What this imports
The selected record’s typed attributes and note history. Related record bodies are not imported automatically. Notes can be saved to the exact selected record after review.
Check each source’s coverage and Last complete sync. If access becomes unavailable, the source is excluded from answers until a complete sync succeeds.
Start with something you know
Check the connection.
Find the Harbor company record in Attio.
Check the record’s name and identifying details. For a meeting note, review both the destination record and the proposed text before approving.
Data and permissions.
Records are retrieved from Attio on demand. Saving a note sends its content to the chosen record in your Attio workspace.
Current limits
The current connector creates notes; it does not provide general editing of customer records. It does not automatically file every meeting.
Disconnect or change access.
In Settings → Integrations, open this service’s menu and choose Disconnect. This stops new requests from Doppel. You can also revoke its access in the provider’s account settings. Content you already saved in chats or exported is managed separately.
Selected-source accounts are separate. In Manage sources, remove an individual source or disconnect its account to remove those imported copies and credentials. Disconnecting the primary integration alone does not remove a separately authorized source account. Provider originals, saved chats, and exports are managed separately.
If something isn’t working.
Several records have the same name
Use an email address, domain, or other distinguishing detail. Read the matching record before choosing where a note should go.
Still stuck? Email support@doppelapp.ai with your Doppel version, the service, and the error shown. Keep passwords, access tokens, and API keys out of your message.