Contacts for Attio

Overview

Contacts for Attio brings DigitalPilot into Attio. From a company record, find people at that company, unlock an email, and save the person to Attio. From a person record, or from a workflow, verify an email address and optionally store whether it is valid.

Searching does not use credits. Revealing an email uses 1 credit, or 2 for a decision maker. An email that is already unlocked is free. Verifying an email uses 1 credit.

How it works

1. Open a company and choose Find contacts. Search by the company domain, and narrow results by seniority, department, or decision maker.
2. Reveal an email when you want it. Confirm the credit cost, then add the person to Attio, linked to that company.
3. Open a person and choose Verify email. DigitalPilot checks the format, typos, disposable domains, and mail server, then verifies the mailbox. The dialog shows the result.
4. If an email status attribute is set, the person is updated: a checkbox is checked when the email is valid, and a text, select, or status attribute is set to Valid or Invalid.
5. In a workflow, add the Verify email step. Map an email address, then follow the Valid or Invalid branch. You can also choose a person and an attribute so the step saves the result.

Configuration

• Install the app and connect a DigitalPilot account. Attio stores the connection and saves the DigitalPilot workspace ID. Disconnecting the app revokes that connection.
• Allow the app to read companies and people, and to create and update people.
• To save verification results from a person record, open the app settings and set Email status attribute to the API slug of a People attribute.
  • Checkbox: checked when the email is valid, unchecked when it is not.
  • Text, select, or status: set to Valid or Invalid. A select or status attribute needs those options.
• A workflow step can choose the person and attribute itself. Leave both empty to only return the Valid or Invalid branch.