# Attio CRM Integration

> Automatically sync contacts and log meetings in Attio when bookings are created through LinkTime.
> Source: https://linktime.io/docs/crm/attio
> Last updated: February 2026

## Overview

The Attio integration connects your LinkTime account to your Attio workspace via OAuth 2.0. When someone books time with you, LinkTime automatically creates or updates a person in Attio and adds a note to their timeline -- so your CRM stays up to date without manual data entry.

> **One-way sync:** Data flows from LinkTime to Attio only. Changes made directly in Attio (like editing a person) are not synced back to LinkTime.

## Prerequisites

- An Attio account (any plan)
- Admin permissions in your Attio workspace
- A LinkTime Pro plan or higher

## Connecting Attio

1. **Go to Integrations** -- Navigate to Dashboard -> Integrations and find the **CRM** section.
2. **Click "Connect" on Attio** -- You'll be redirected to Attio's authorization page where you can approve access for your workspace.
3. **Authorize LinkTime** -- Review the permissions and click "Allow access". LinkTime requests access to read and write people records and create notes -- nothing else.
4. **Done!** -- You'll be redirected back to LinkTime. Attio will show as "Connected" with your workspace name. All future bookings will automatically sync.

## What Gets Synced

### People (Contacts)

When someone books with you, LinkTime creates or updates a person in Attio using their email address as the unique identifier (deduplication).

**Fields synced:**

- **Email** (used as dedup key)
- **First name** and **last name** (split from the invitee's full name)
- **Phone number** (if provided during booking)

If a person with that email already exists in Attio, the existing record is updated -- no duplicate contacts are created.

### Notes (Timeline Entries)

A note is created on the person's timeline in Attio for each booking event. This gives you a complete meeting history right in your CRM.

**Note details logged:**

- **Title** (event type name + invitee name)
- **Start and end times**
- **Description** (invitee's notes, or "Booked via LinkTime")

## What Happens When...

- **A booking is created** -- A person is created or updated in Attio. A note is added to their timeline with the meeting title, times, and description.
- **A booking is rescheduled** -- A new note titled "[RESCHEDULED]" is added to the person's timeline showing the new and previous times.
- **A booking is cancelled** -- A new note titled "[CANCELLED]" is added to the person's timeline with the cancellation reason (if provided).

## Reliability

Attio sync runs in the background and never blocks the booking process. If Attio is temporarily unavailable or returns an error, your booking still completes normally -- the confirmation email is still sent, and the calendar event is still created.

> **If a sync fails silently:** The booking still works. The person or note may not appear in Attio for that particular booking. Future bookings will continue to sync normally.

## Token Security

Attio uses long-lived OAuth access tokens -- there's no refresh token dance like some other integrations. Your access token is encrypted at rest using AES-256 encryption. If the token is ever revoked (e.g., you remove LinkTime from Attio settings), the integration will automatically disconnect and you can reconnect at any time.

## Disconnecting Attio

To disconnect Attio from your LinkTime account:

1. Go to Dashboard -> Integrations
2. Find Attio under the CRM section
3. Click "Disconnect"

Disconnecting removes the link between LinkTime and Attio. People and notes already created in Attio are not deleted -- they remain in your CRM.

> **To fully revoke access:** You can also remove LinkTime from your Attio workspace by going to **Settings -> Developers -> Connected Apps** in Attio and removing LinkTime.

## Attio vs HubSpot vs Salesforce

LinkTime supports Attio, HubSpot, and Salesforce as CRM integrations. You can connect one or more simultaneously. Here's how they compare:

| Feature | Attio | HubSpot | Salesforce |
|---------|-------|---------|------------|
| Contact sync | People (assert upsert) | Contacts (batch upsert) | SOQL query + create/update |
| Meeting logging | Notes on person timeline | Meeting object + association | Event on Activity Timeline |
| Token lifecycle | Long-lived (no refresh) | 30-min expiry (auto-refresh) | ~2hr expiry (auto-refresh) |
| Cancel/reschedule | New note with status prefix | Meeting outcome updated | [Cancelled] prefix on Event |
| Best for | Startups, small teams | Mid-size, growth-stage | Enterprise, large teams |

All three integrations can run simultaneously -- connecting one does not affect the others. See the [HubSpot](https://linktime.io/docs/crm/hubspot) and [Salesforce](https://linktime.io/docs/crm/salesforce) integration guides for more details.

## Data & Privacy

LinkTime takes your privacy seriously. Here's what we do and don't access:

**What we access:**

- Create and update people
- Create notes on timelines
- Read people data (for deduplication)
- Your workspace name and ID

**What we don't access:**

- Deals or pipeline data
- Email conversations
- Lists or segments
- Reporting or analytics
- Other records not created by LinkTime

Your Attio OAuth token is encrypted at rest using AES-256 encryption. If the token is ever revoked, the integration will gracefully disconnect and you can reconnect at any time. See the [Privacy Policy](https://linktime.io/privacy) for more details.

## Troubleshooting

### Attio shows as "Not connected" after connecting

This can happen if the OAuth token was revoked in Attio. Try disconnecting in LinkTime and reconnecting. Make sure you have admin permissions in your Attio workspace.

### A booking was made but the person didn't appear in Attio

Attio sync is fire-and-forget -- if Attio was temporarily unavailable, the sync may have failed silently. Check that Attio is still connected in your Integrations page. Future bookings will continue to sync normally.

### I see duplicate people in Attio

LinkTime uses email as the deduplication key via Attio's assert endpoint. If people were created with different email addresses, they'll appear as separate records. You can merge them in Attio's people view by selecting both records.

### Notes are missing some details

Notes contain the meeting title, start/end times, and the invitee's notes (if any). If the invitee didn't add notes during booking, the description defaults to "Booked via LinkTime". Video conferencing links are not included in the note.

### I get a "permissions" error when connecting

You need admin access in your Attio workspace to authorize third-party apps. Ask your Attio workspace admin to either connect LinkTime themselves or grant you the necessary permissions.