Attio is a flexible, data-first CRM. Connecting Attio to Knock2 works in both directions:
Write — Knock2 syncs the contacts it identifies into your Attio workspace as People records, so the visitors turning up on your site flow straight into the CRM your team already works in.
Read — Knock2 pulls Company, deal, and owner data back out of Attio and attaches it to your accounts and contacts, so you see live pipeline context next to your identified visitors.
Attio connects with a single API key and is shared across your whole Knock2 workspace. The same connection powers both directions — there's nothing extra to authorize for reading.
What you'll need
An Attio account with permission to create an API key (access token)
Admin access in Knock2 to connect a workspace integration
Step 1: Create your Attio API key
Log in to Attio.
Go to Workspace settings → Developers.
Create a new access token (API key). Give it permission to read and write Records so Knock2 can create and update People (write) and read your Companies and Deals (read).
Copy the key — you'll paste it into Knock2 in the next step.
Step 2: Connect Attio in Knock2
In the Knock2 dashboard, open the App Marketplace.
Find Attio under the CRM category and click Connect.
Paste your Attio API key and save.
Knock2 validates the key with Attio before saving. If it's rejected, double-check that you copied the full token and that it has permission to read and write records. Once connected, Attio is available as an output for every play and workflow in your workspace, and Knock2 begins reading your Attio company and deal data automatically.
Writing contacts to Attio with a Play
Go to Plays and create or edit a play.
Choose Contacts as the source and set your filters (for example, lead score, job title, or pages visited) so only the people you care about are synced.
For the output, select Attio.
Save and activate. From then on, Knock2 automatically creates a People record in Attio for each matching contact, and updates the record if that person already exists.
You can also add Attio as an output node when building in the Workflows builder — the behavior is identical.
What gets written to Attio
For each matching contact, Knock2 creates or updates an Attio Person record, matched by email address so an existing person is updated rather than duplicated. The following fields are written when they're available:
Email address — used to match records (always required)
Name — first and last name
Job title
Phone number
A couple of things worth knowing:
Email is required. Contacts without an email address can't be matched, so they're skipped.
Phone numbers are best-effort. Attio only accepts phone numbers in a standard international format. If a contact's phone number isn't in that format, Knock2 still creates the person record — it just leaves the phone number off rather than failing the sync.
Reading deal & owner data from Attio
Once Attio is connected, Knock2 automatically reads your Attio Companies and their associated Deals and attaches that context to your accounts — the same way it does for HubSpot and Salesforce. There's nothing to configure; it turns on as soon as Attio is connected.
How matching works: Knock2 matches an identified account to an Attio Company by domain. (This is different from the write direction, where People are matched by email.) When a company has more than one deal, Knock2 surfaces the most relevant one, prioritizing open and won deals.
The standard fields Knock2 reads in are:
Deal name
Deal stage
Deal value
Close date
Deal owner — name and email
Company owner — name and email (from the company's team attribute)
If a matched company has no deals, Knock2 still attaches the company and its owner. This data is read-only inside Knock2 — Knock2 never writes these values back to Attio. Once read in, it appears across Knock2 wherever CRM data shows up: the Contacts and Accounts tabs, account and contact detail views, lead scoring, notifications, daily digests, and the public API.
Filtering on Attio CRM data
Because Attio deal and owner data is read into Knock2, you can filter and segment your Contacts and Accounts by it — using the same CRM filter keys already available for HubSpot and Salesforce. No special setup is required; the fields become available automatically once Attio deal data is present. You can filter by:
Deal name, deal stage, deal value, and close date
Deal owner (name or email) and company owner (name or email)
CRM source — so you can segment by which CRM a deal came from (for example, Attio vs. HubSpot)
These filters work anywhere you build a contact or account filter, including inside Plays and Workflows.
Custom read fields
Beyond the standard deal and owner fields, you can pull additional attributes off your Attio Company records — including custom attributes your team has added — into Knock2. Each one becomes a custom read column on your account data.
To add a custom read field:
Open the Attio integration and go to the Field Mapping → Read section.
Click Add field and pick the Attio Company attribute to read from. Both standard and custom attributes are available.
Enter a Knock2 label — the name this column shows under in Knock2 — and confirm the field type.
Click Save.
A few things to know:
You can configure up to 3 custom read columns in total. This limit is shared across HubSpot, Salesforce, and Attio combined.
Custom read fields are read-only — Knock2 never writes back to them.
New columns may be hidden by default in the Contacts and Accounts tabs. If you don't see your data right away, open the table's three-dot menu → Columns and toggle the column on.
For more detail on reading CRM data and custom columns, see Reading CRM Data into Knock2: Deals & Custom Columns.
Disconnecting Attio
To stop syncing, open the App Marketplace, select Attio, and disconnect. This removes the stored API key for your workspace, stops any plays from pushing People to Attio, and stops Knock2 from reading new deal and owner data from Attio. Records already in Attio are not affected.
Need help?
If you have questions about connecting Attio or building a play, reach out via the chat bubble in the dashboard or at support@knock2.ai.