WhatSync

WhatsApp to Attio CRM

Sync WhatsApp conversations to Attio CRM.

Match every chat to the right contact, keep your team's customer context current, and stop copying messages by hand.

Connect WhatsAppSee how it works
  • Setup in minutes
  • Source available
  • Your numbers stay yours
AR

Aarav Rao

WhatsApp lead

Can you send the proposal again? We are ready to move this week.
Sent. I am updating Attio with the decision maker and next step.
Perfect. Please mark finance as the approver.
Message
Matched by phone number

Attio · People

Synced
AR

Aarav Rao

Northwind · Proposal sent

Phone
+91 79997 09798
Last message
2 min ago
Owner
Sales · You

Note from WhatsApp

“Perfect. Please mark finance as the approver.”

Just now

Every chat becomes clean CRM context

WhatsApp message lands

A client reply arrives in the channel your team already uses.

Record is matched

WhatSync connects the phone number to the right Attio person.

Context is written

Conversation notes, timestamps, and metadata are saved cleanly.

Next step is visible

Sales, support, and founders can see the actual latest status.

If your business already uses WhatsApp, WhatSync fits right in.

Source available, inspectable, yours to trust.

WhatSync is not a black-box connector. The core WhatsApp to Attio CRM project is public on GitHub, so technical buyers can inspect how it works before connecting customer conversations.

View GitHub repo

Early access · AI agents

Let an agent work from the WhatsApp context already in Attio.

We are opening permission-controlled access for Claude, ChatGPT, Codex, and other compatible agents. Public setup is not live yet; eligible teams receive connection details directly from WhatSync.

Searchable

Messages and chat history

Claude can find and summarise the synced message text you already have permission to read.

Metadata only

Documents and images

Find an attachment by its caption, type, or document name. The file contents and text inside images are not indexed yet.

Recorded, not transcribed

Voice notes and audio

WhatSync records that a voice note was sent, but Claude cannot search what was said inside it yet.

Explore agent access

Early access starts read only. Sending stays under your control.

WhatSync adapts to how you already use WhatsApp

Without WhatSync

  • Ask reps for screenshots
  • Miss important WhatsApp replies
  • Update Attio after the fact
  • Lose context across handoffs
Manual chasing

With WhatSync

  • Messages become Attio notes
  • Contacts are matched by phone
  • Pipeline context stays current
  • Teams inspect the same source of truth
Synced automatically
Sales and discovery teams
Founder-led sales
Agencies and client service
Recruiting and candidate pipelines

No new app. No new software.

Just WhatsApp with Attio behind it.

Start syncing
WhatsApp stays familiar.
Attio stays current.

What does WhatSync help you do?

What was the promised timeline?
Pulling it from the Attio note.
Attio noteSynced

Bring an AI agent into the workflow

Early access lets eligible teams search permitted message history with an AI assistant. Attio remains the source of customer context.

Control what gets synced

Choose destinations, phone matching, timezone, sharing mode, and number filters after connecting.

Give managers visibility without micromanaging

Your team can inspect customer activity in Attio without asking for forwards, screenshots, or manual recaps.

Field notes

Compare before you connect.

Current prices, honest trade-offs, and a clear answer for the workflow you actually have.

See all guides

How to send a WhatsApp message from an Attio workflow

Yes, you can send WhatsApp messages from Attio workflows. This simple guide shows you how to send a Meta-approved template through WhatSync.

Read guide

4 ways to connect WhatsApp to Attio

WhatSync, TimelinesAI, Zapier, and Make—matched to the job each does best.

Read guide

WhatSync vs TimelinesAI

The closest direct comparison: Attio-first sync versus a broader WhatsApp operations suite.

Read guide

Questions before you connect

WhatSync is testing read-only agent access with eligible accounts. Public self-serve setup is not live yet, so ask us to confirm availability before trying to connect Claude. Early access only covers synced message text the signed-in person may already read.See agent early access