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. WhatSync for Attio is our separate app for Attio teams.
What you get in Attio
Chats on the right person
Each chat is matched to the person in Attio by phone number and saved as a note. You choose which Attio object gets the notes.
On the Attio timeline
WhatsApp messages can appear on the activity timeline, so anyone on the team sees the latest conversation before they reach out.
Voice notes, photos and files
Keep voice notes, images, videos and documents, linked from the contact record instead of buried in a phone.
Only business chats sync
Sync only people already in Attio, or include and exclude numbers yourself. Pick which groups to track. Family chats stay private.
One inbox for the team
Read and reply to customer WhatsApp chats from the browser, with the whole team working from the same history.
Ask Claude or ChatGPT
Connect your AI assistant and ask things like "what did Acme say about pricing last week?" across your WhatsApp chats.
Two ways to use WhatsApp with Attio
Save your chats in Attio with WhatSync for Attio, or send approved templates from Attio workflows through the WhatsApp Business API.
WhatSync for Attio
Link the WhatsApp already on your phone. Your chats are saved in Attio as they come in.
- Works with normal WhatsApp and the WhatsApp Business app
- One-to-one chats and the groups you pick
- Its own app, with its own sign-in and billing
Send templates from Attio workflows
Connect a business number to WhatSync through the WhatsApp Business API, then send Meta approved templates from an Attio workflow.
- Attio workflows send Meta approved templates
- Meta charges per message, by country
- Messages go out from your own business number
Set up in a few minutes
- Step 1
Connect Attio
Sign in to WhatSync for Attio and give it access to your workspace in one click.
- Step 2
Scan the QR code
Link the WhatsApp you already use, the same way you open WhatsApp Web.
- Step 3
Chats appear in Attio
New messages land on the matching Attio record as they come in. No extra steps.
Guides
WhatSync for Attio docs
Setup, settings, where your chats show up in Attio, and connecting your AI assistant.
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
Not using Attio? Connect ChatGPT, Claude or another AI app to your WhatsApp with WhatSync.
Read the guide