WhatSyncYour WhatsApp chats, inside Attio
Every WhatsApp conversation with a customer shows up on their Attio record. Your team sees the whole story without asking for screenshots.
What you get in Attio
Chats on the right person
New WhatsApp messages are matched to people in Attio by phone number and saved as notes on their record.
WhatsApp fields you can sort by
Last message date, who wrote last, total messages and a link to open the chat, on every person.
You choose what syncs
Keep family and friends out with an exclude list, or sync only the numbers you pick. Add numbers one by one or from a CSV.
Group chats you pick
Tick the WhatsApp groups you want in Attio. Each one gets its own record, with the sender's name on every message.
Your whole team, one workspace
Invite teammates to connect their own WhatsApp. Their chats land in the same Attio workspace.
Send from Attio workflows
Send approved WhatsApp templates when a deal moves or a booking is confirmed. Uses the WhatsApp Business API.
Two ways to connect WhatsApp
Scan a QR code to sync the chats you already have. Add the Business API when Attio needs to send messages itself.
Scan a QR code
Keep messaging from the WhatsApp already on your phone. We copy the chats into Attio.
- Works with normal WhatsApp and the WhatsApp Business app
- One-to-one chats and the groups you pick
- No Meta approval, running in a couple of minutes
WhatsApp Business API, through Meta
For messages Attio sends on its own, like reminders and follow-ups, with nobody tapping send.
- Attio workflows send Meta approved templates
- Meta charges per message, by country
- Group chats are not available through Meta
Set up in a few minutes
- Step 1
Connect Attio
Sign in with Attio. We add the WhatsApp fields to your People records for you.
- Step 2
Connect WhatsApp
Scan the QR code from your phone, or connect a number through Meta.
- Step 3
Pick your chats
Choose which numbers and groups sync. You can change this at any time.
Guides
Attio setup guide
Every step and setting, where to find your chats in Attio, and fixes for common problems.
Read the guideSend WhatsApp from an Attio workflow
Create a template, get your API key, and send your first message from a workflow.
Read the guideAsk your AI about your chats
Connect Claude or another AI app to search your WhatsApp conversations and draft follow-ups.
Read the guide