Attio integration

Rebuilding Slack lists your Attio data already knows?

Target customer channels by any Attio attribute, send when a record changes, and keep every list current without touching it.

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Partner segments: all partner channels, Gold partners from HubSpot and EMEA resellers from Attio

Segments that follow your Attio records

Build a segment from Companies, People or Deals: stage, tier, MRR, renewal date, relationship strength or any custom attribute. When an account upgrades, it joins the right segment before your next send.

See RevOps workflows
N

Northwind Customer SuccessAPP

Your renewal is coming up

Let’s review this year and plan the next one. Pick a time that works.

Book a renewal reviewShare account updates

Renewals in next 90 daysDynamic

Renewal date within 90 days (Attio)

  • customer-acmeDelivered
  • customer-globexDelivered
  • customer-initechDelivered

+ 14 more channels

Send when a record changes

An Attio automation can trigger a Threadly message through a webhook. When a deal moves to Won, the onboarding message goes to that customer’s Slack Connect channel.

See automations
Automations list with deal-closed, onboarding and renewal digest automations

See which accounts responded

Every send shows clicks, replies and form responses for each customer channel, so account owners know who to follow up with.

Analytics for a customer release: reach, link clicks, reactions, replies, form responses and delivery per customer channel

What teams send from Attio data

  • Segment

    Tier-based announcements

    Enterprise, Growth and Starter accounts each get the update that fits.

  • Automation

    Stage-triggered onboarding

    A deal moves to Won and onboarding starts in the customer’s channel.

  • Booking

    Re-engaging quiet accounts

    Low relationship strength? Send a check-in with a booking button.

  • Broadcast

    Renewal reminders

    Companies renewing in the next 45 days get a reminder in their channel.

Frequently asked questions

What does the Threadly Attio integration do?

Threadly is an app for Slack. With Attio connected, you can target Slack channels and DMs by any Attio attribute, and trigger Slack messages from Attio automations.

Which Attio objects can I segment by?

Companies, People and Deals. For example: all channels where the linked company is Active with MRR over $5,000.

Can Attio automations trigger Threadly messages?

Yes. An Attio automation can call a Threadly webhook to send a message when a record changes state or a stage advances.

Do segments update when Attio changes?

Yes. Dynamic segments read Attio when you send, so an account that changes tier or stage is included or dropped automatically.

Put your Attio data to work in Slack

Add Threadly to Slack, connect Attio and send to your first CRM segment. Free to start.

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