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Attio is a CRM and activity source for Yuzu. When connected, Yuzu imports CRM records and keeps Attio email and meeting activity visible on the relevant deal and people pages. Auth method: OAuth 2.0.

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Prerequisites

  • An Attio workspace.
  • Permission to install OAuth apps in that workspace.
  • A Yuzu workspace admin account.

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Setup

1

Open Yuzu Settings → Integrations

Go to Settings → Integrations and choose Attio.
2

Authorize Attio

Attio opens an OAuth consent screen. Pick the workspace you want Yuzu to access and approve the requested scopes.
3

Return to Yuzu

Yuzu stores the OAuth token, identifies the Attio workspace, and starts an initial background sync.
4

Confirm webhook status

Yuzu creates an Attio webhook when the server has webhook configuration available. If webhook setup fails, the connection still works and you can run a manual sync.

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What gets pulled

Yuzu imports:
  • Companies into buyer accounts.
  • Deals into Yuzu deals, including stage, amount, owner, close date, and Attio URL when available.
  • People into deal contacts when an email address is available.
  • Tasks into deal tasks.
  • Notes into deal events or relationship activity.
  • Attio interaction attributes as email or meeting activity.
  • Meetings and call recordings when Attio exposes them for the connected workspace.

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Email source labels

Attio email interactions are shown with an Attio source label on deal and people email views. These rows are imported activity copies, not replyable Gmail messages. When Gmail is connected for the same seller, Yuzu backfills Gmail for deal contacts and suppresses duplicate Attio copies when the Gmail message matches the same subject, participant, and time window. Gmail remains the preferred source because it can open the full thread and send replies.

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Sync behavior

Attio supports webhooks for real-time changes. Yuzu verifies Attio webhook signatures and schedules a sync for the connected workspace. Manual sync is also available from the Attio integration card for backfills or webhook recovery. Backfills page through Attio records and update existing Yuzu records rather than creating duplicates.

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Troubleshooting

Click Sync on the Attio card in Settings → Integrations. If the sync completes with zero records, confirm the connected Attio user can view the companies, people, deals, and activities you expect.
Attio activity is a CRM copy. To show the replyable Gmail thread, connect Gmail for the seller, then open the deal or person email view and click Sync Gmail or Backfill from Gmail.
The OAuth connection can still sync manually. Check that the deployment has Attio webhook configuration and that the public webhook URL is reachable over HTTPS.