What is Attio?
Attio is a next-generation, AI-native CRM platform designed to adapt exactly to your business model. It gives you a flexible, data-driven CRM that syncs with your email, calendar, and other data sources in real time—empowering you with powerful reporting, seamless collaboration, and a personalized CRM experience built around your needs.
Who is Attio best suited for?
Attio is ideal for go-to-market teams, startups, and modern businesses looking for a highly customizable CRM. It’s built for teams that want control over their data structure, intuitive onboarding, real-time collaboration, and a platform that adapts to their workflows—not the other way around.
How to Create and Manage Objects in Attio
How to Create and Manage Objects in Attio
1. To get started, open the Collection where you want to create a new object, such as Tasks, Emails, or Deals.
2. Let's proceed with Tasks.
3. Click on the New Task button to start adding a task.
4. Now enter the details of the task. Let's say we want to update the list of customers.
5. Next up, click here to choose the date for this task.
6. You can choose any date from the calendar.
7. Following that, click here to assign this task to a team member your yourself.
8. You can easily search for a user and add them as an assignee.
9. Then, to add a record to the task, click here.
10. You can search or choose any from the list.
11. Finally, click on "Save".
12. You have successfully created an object in Attio, which is a task.
13. You can apply filters like Assignee, record, or Created By to filter the objects.
14. You can also sort the objects by values like Due date, Creation date, etc, to make your work easy and quick.
15. To delete a task, click on the more action button.
16. Then, click on Delete.
17. Click again on Delete to confirm.
18. Create a Supademo in seconds
This workflow was created with Supademo.
FAQs about Attio
1. What exactly is an object in Attio?
In Attio, an object is a data structure—much like a table in a spreadsheet—that helps you organize and present data. There are standard objects (People, Companies, Deals, Workspaces, Users) and custom objects that you create to reflect your unique business entities.
2. When should I create a custom object?
You should create a custom object when your business model isn’t adequately supported by the standard objects. For example, custom objects are great for tracking things like “Subscriptions,” “Invoices,” “Projects,” or marketplace entities like “Buyers,” “Sellers,” and “Transactions.”
3. How do I create a custom object in Attio?
To create a custom object:
1. Go to Workspace settings → Data → Objects.
2. Click “+ New custom object”.
3. Enter the plural and singular names (e.g., “Subscriptions” / “Subscription”), then add an identifier/slug.
4. Click Create Object.
4. How many custom objects can I create?
The number of custom objects depends on your plan:
Free: up to 3 objects
Plus: up to 5
Pro: up to 12
Enterprise: unlimitedNote: Standard objects (People, Companies) count toward this limit.
5. Can I define relationships between objects?
Yes. Attio supports defining relationships like one-to-one, one-to-many, and many-to-many between objects. For example, a “Buyer” object can have a one-to-one relationship with “Companies” and one-to-many with “Transactions.”
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