Connect Attio
1
Open the Attio integration
In Tapify, select your workspace and go to Settings → Integrations → Attio.
2
Approve access in Attio
Select Connect Attio. Sign in, choose the Attio workspace you want to send contacts to, and approve access. Tapify shows Connected when it’s ready.
3
Export a contact to test the connection
In Contacts, select a contact with a name and valid email address. Choose Export → Export to Attio and confirm. Return to the Attio integration and check Export activity.
Choose how to export
- Automatic. Turn on Automatically export new contacts in the Attio integration. It sends contacts saved from then on and fills empty fields on matching Attio records.
- Manual. Select one or more contacts to export from Contacts, including contacts you saved before connecting. Details you send can replace values on matching Attio records.