Oppy for Attio

Overview

Oppy pushes your approved outreach and strategy cards from the Oppy dashboard into your Attio workspace — creating or updating People and Companies and attaching a context Note. The sync is one-way (Oppy → Attio); Oppy never writes Attio data back into your dashboard.

Prerequisites

Before installing, you need:

• An active Oppy account.
• Admin permissions in Oppy (the Integrations settings are admin-only).
• Admin access to the target Attio workspace to authorize the app.
• No other CRM connected. Oppy supports one CRM at a time — if HubSpot is connected, disconnect it first (Oppy shows: "Disconnect HubSpot first — one CRM at a time.").

Installation & Setup

1. In the Oppy dashboard, open Integrations.
2. Find Attio and click Connect with Attio.
3. You are redirected to Attio to approve access, then returned to Oppy automatically.
4. The Attio card shows a Connected badge.
5. (Optional) Enable Auto-sync on approval to push a card automatically the moment you approve it. Leave it off to push manually only.
6. (Optional) Click Sync contacts to reconcile people that already exist in your Attio workspace with your Oppy cards, so matching cards link straight to their Attio record.

Permissions (OAuth scopes)

During authorization, Oppy requests these Attio scopes:

• Records — Read-write
• Object Configuration — Read
• Notes — Read-write

How It Works — Data Mapping

Direction: One-way, Oppy → Attio. The only Attio → Oppy interaction is a read-only status check (Oppy queries People by email to detect an existing record and capture a deep link). No Attio data is ever written back into Oppy.

When a card is pushed, Oppy writes up to three records:

Person — Attio people (upsert by email)

Field	Source / rule
email_addresses	match key
name	if present
job_title	if present
phone_numbers	E.164 only (leading +); national-format numbers are dropped
linkedin	if present
company	record-reference link to the Company record

Company — Attio companies (upsert by domain)

Field	Source / rule
domains	match key
name	company name

note

Industry and employee-count are omitted in this version, as Attio's select/enum attributes reject free-text values.

Note (parent = Person)

• Title: "Oppy strategy card"
• Plaintext body: the Oppy card summary (meeting / signal context) plus a deep link back to the card in Oppy.

Re-push behavior

• Person — matched by email and updated in place (no duplicate).
• Company — matched by domain and updated in place (no duplicate).
• Note — a new note is created on every push (Attio notes cannot be upserted), so notes accumulate.

Triggers — When Oppy Syncs

• Push to Attio — manual button on an individual card row.
• Sync all in Attio — bulk button that pushes all eligible cards (in batches of 50).
• Auto-sync on approval (optional) — pushes a card automatically when it is approved.

Support & Troubleshooting

• Questions or issues: contact@oppyone.com
• If a push is rate-limited, Oppy shows "Attio rate limit — try again in a moment." — simply retry shortly after.
• You can disconnect any time via Disconnect Attio in Integrations. Cards stop pushing to Attio until you reconnect.