Attio
Housecat gives your email visibility into your Attio CRM. Track deal and relationship status from inside your inbox and set up automatic rules and workflows. When you need to add or update a record or create a new deal / opportunity, Housecat extracts the companies, contacts, deal information, and any action items, then creates or updates the matching Attio records.
How To
- Open the Housecat command palette with ⌘K (or Ctrl K on Windows).
- Choose the action you want — for example Add deal to Attio.
- Housecat proposes the changes in a form for you to approve or tweak.
- Once approved, you’ll see the changes instantly.
What Gets Synced
- Companies and contacts — created when new, updated when they already exist.
- Notes and conversation context — attached to the right record.
- Custom fields — including dropdowns, multi-selects, and linked records.
- Custom objects — deals, projects, and your own object types.
- Documents and attachments — including files pulled from DocSend decks or Google Drive links.
Housecat detects existing records and updates them rather than creating duplicates, and works with shared inboxes.