What’s new?

Configurable record pages

Record pages are now completely customizable. Configure them any way you like, with powerful features including a new widgets section, an updated sidebar, and a new editing modal.

You can now pull in any data related to a particular record from across your entire CRM, offering a single source of truth about your GTM efforts.

For example, rather than having to view a Deal record, then a Company record, and then a Person record separately, your team now has everything in one view.

Admins can easily start customizing by clicking … > Configure page in any record view.

Ephemeral filtering

You can now temporarily filter or sort a view without saving it for everyone.

Instantly see your edits to a view, without changing other users’ views until you hit Save. You can even save your changes as a new view, instead of overwriting an existing view.

We’ve also updated our filter UI, making it easier than ever to see how your view is filtered or sorted.

Email read receipts

We’ve just shipped email read receipts. You can now see precisely who opened your email and when, all inside of Attio.

To learn how to set up this feature, read our help center article.

Drill-down emails

You’re now able to send emails to any record with an attribute that ultimately links to a Person record.

For example, you can make a list of Companies for partnership outreach, and then drill-down to email your chosen points of contact directly from this list.

Just select your records, hit Send email , choose the relevant people attribute, and start typing.

Updated Zapier integration

We've updated our Zapier integration to offer wider coverage of Attio’s ever-expanding feature-set, alongside numerous small fixes and usability improvements.

Zapier now supports all standard and custom objects, with new triggers, improved value writing, and more. View our new blocks here, or learn how to migrate your existing Zaps in our migration guide.

Changelog (January 18, 2024)

• Added support for drill-down attributes in Kanban views, allowing you to pull in any information from a related record and truly mold your view to fit your process.
• Shipped smooth, full-screen Chrome extension modals. This means all popovers and modals will appear over the page you’re currently viewing (and will include a much nicer transition than before!). Please update to extension version 4.8.0 to gain access.
• Added a few usability improvements to our record creation and record update forms. You can now add and edit linked records inline, right inside the form, without needing to exit and navigate to that record. This will greatly reduce the number of clicks required when creating and updating records.
• Made the following currencies available in our currency attribute: Israeli Shekel (ILS), Philippine Peso (PHP), Singapore Dollar (SGD), Hong Kong Dollar (HKD), Malaysian Ringgit (MYR), New Taiwan Dollar (NTD), and Norwegian Krone (NOK).

New API docs / dev center

We’ve just shipped a complete overhaul of our API docs. They've been completely redesigned, and we've also published thorough technical guides for over 15 attribute types, and each standard object (People, Companies, Deals, Workspaces, Users).

We’ve also included new search functionality that makes it easier than ever to find precisely what you need, and built out a way for you to be able to run API requests directly from the docs.

This means you can connect your Attio account and start experimenting with our API right away. No more messing around with curl.

New integrations portal

We’ve built out a new integrations portal where you can view your current integrations and explore others available in Attio, searchable by name or category.

Just head over to Workspace settings > Integrations to see what integrations are available.

New integrations: Fillout, Relay, and more

Our partners have shipped a handful of new integrations with Attio this month, including:

Fillout, a powerful form builder used by over 27,000 companies. Using Fillout, your attributes in Attio will automatically be available as you build your form, so you can quickly build a form that aligns and syncs with your business model.

Relay, a multiplayer, AI-enhanced workflow automation tool. You can use Relay to easily integrate Attio with over 90 apps in your stack.

APIdeck, an API integration layer that allows partners to integrate with Attio using just a few lines of code.

Integration.app, an AI-powered integration service that also allows partners to integrate with Attio with just few lines of code.

Updated email editor

We’ve done a complete overhaul of the email editor in Attio. It’s faster, better-designed and more powerful than ever before, with a new toolbar and more intuitive link editing.

Subject line variables in emails

We’ve also added one of our most requested features to date: subject line variables. All you need to do is hit { in the subject line and pull in whatever variable you like.

Improved filter editing experience in automations

We’ve improved the filter editing experience in our automations tool. Single condition filters are now displayed inline, while multi-condition filters are shown in separate modal.

Variables inside filter automation blocks

You can also now use variables inside filter blocks. 

For example, you could create an automation that calculates the expected MRR from a deal in progress, and then use a filter block to determine whether the recently calculated deal is considered enterprise or SMB.

Redesigned command palette

We've redesigned our command palette to be more intuitive and useful. You can execute any action quickly, and also see an overview of your calendar and details about each event.

Dedicated search

We’ve create a dedicated search experience. 

This makes it easier to get to where you want to go. If you hit /, you can execute a deep search with additional results. You can search not just by name, but by location, description, social or even phone number.

Calendar event pages

Calendar event pages are now available directly in activity timelines.

This means you now have the ability to click on a calendar event while in a timeline to get all the info you need about it (e.g., name, date, attendees, attendance status, companies involved, etc.)

Changelog (December 12, 2023)

• Created new “Funding raised” enriched data attribute, allowing teams to categorize and prioritize leads more effectively by understanding how much funding a company has raised.
• Shipped new record creation forms, streamlining the process of adding records to lists by allowing you to create a new record during the flow.
• Improved push notifications from our mobile app by including a content preview inside of the notification and providing the ability to perform quick actions, such as replying to a comment or granting an email access request.
• Added support for five new currencies: Indian Rupee (INR); UAE Dirham (AED); Swiss Franc (CHF); Japanese Yen (JPY); Chinese Renminbi (CNY).
• Extended our Segment integration to support writing location data to Attio, allowing you to bring even more customer data seamlessly into Attio, such as billing addresses from Stripe.
• Enabled the editing of Standard Attribute descriptions (ex. Deal value, Deal owner) as part of our continued effort to increase an admin’s ability to customize their workspace for their team members.

Automations

Automations, our powerful new feature that allows you to build and automate any process right inside of Attio, is now live. Read our blog post for more details.

Workspace and User objects

Attio now includes Workspace and User objects by default. This means you can now seamlessly run your PLG and sales-led motions all in one place.

Filter records by inclusion or exclusion in lists

You can now filter records by their inclusion in any list in your Attio workspace. We also support the inverse filter, meaning you can filter for records not in a list

This is a super helpful tool when you need to narrow down and pinpoint your records. Just click Filter > List entries in any table view.