How to Use Attio with Third-Party Tools

1. To get started, click your workspace name in the top left.

2. After that, click on "Workspace settings".

3. Following that, navigate to Apps.

4. Following that, navigate to Apps.

5. Now choose a third-party app of your choice.

6. Let's proceed with Mailchimp.

7. Next up, click on "Connect".

8. Following that, enter your Mailchimp credentials and click on Login.

9. After that, read the instructions carefully and click on Allow.

10. You have successfully linked a third-party app with Attio, and now you can access all data under the Attio dashboard.

11. Create a Supademo in seconds

This interactive demo/guided walkthrough on How to Use Attio with Third-Party Tools was created using Supademo.

How to Use Attio with Third-Party Tools: Step-by-Step Guide

Begin by locating your workspace name in the top left corner of the screen. Clicking here will open a menu where you can access various workspace options.

From the menu that appears, select Workspace settings. This is where you can configure important details and integrations for your workspace.

Inside the Workspace settings, navigate over to the Apps section. This area is dedicated to managing external apps you can connect to enhance your workflow.

Once you're in the Apps tab, you’ll see a list of available third-party applications. This is where you can browse and select the app you want to integrate.

Take a moment to review the various options and pick the third-party app that fits your needs and complements your workspace.

For this walkthrough, we'll select Mailchimp as an example app to connect and synchronize with your workspace.

Next, you’ll see a Connect button—go ahead and click it to start the connection process between Attio and Mailchimp.

You’ll be prompted to enter your Mailchimp login information. Provide your credentials here and then click Login to proceed.

After logging in, carefully read through the permissions that Mailchimp requests. When you’re ready, click Allow to grant access and complete the integration.

Once connected, your third-party app will be integrated within Attio, allowing you to seamlessly access and manage all relevant data right from your Attio dashboard.

And that’s it! You’re now all set up. Create your own Supademo quickly and see how easy it is to link and manage apps in Attio.

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