Attio

Sync your Attio companies and people into Lane as customers, and capture feedback from inside Attio - on records and straight out of call transcripts.

Lane’s Attio integration keeps your product team working from the same customer data your revenue team lives in. It syncs companies and people from Attio into Lane as Customers — so feedback carries real account context like value and tier — and it puts a Lane widget on Attio records so anyone can see a customer’s open requests and send new feedback without leaving Attio.

Available on Pro.

Lane syncs your Attio customer data once a day. To sync sooner, click Sync now on the Attio settings page. New Attio notes still come in within seconds.

Connect

1. Go to Settings → Integrations → Attio.
2. Click Connect and authorize access to your Attio workspace via OAuth.

Once connected, the page shows your Attio workspace and connection date. You can disconnect anytime from the same page.

Connecting doesn’t import your CRM in bulk — see Keeping data in sync for how records actually make it into Lane.

What syncs

Lane imports Attio companies as customer accounts and Attio people as their contacts, tagging each with Attio as its source. Sync is one-way — from Attio into Lane; changes you make in Lane aren’t pushed back. Because Attio is the source of truth, fields mapped from Attio are locked in Lane (unmapped fields stay editable).

Field mapping

Field mapping lives on its own page — Settings → Integrations → Attio → Edit field mapping. For each Lane field, pick the Attio attribute that feeds it.

Company fields: Name, Domain, Size, Revenue Impact, Renewal Date, Status, Tier.
Person fields: Name, Email, Role.

For Renewal Date, pick the date or timestamp attribute on the company that holds it. Lane then fills in each customer’s renewal date on every sync. A date changed in Attio updates Lane; a date cleared in Attio leaves Lane’s date as it was.

Value mapping

For status and tier, Attio’s select values are mapped to your Lane status and tier options, so a CRM value lands as the right Lane value. Values you haven’t mapped yet are surfaced on the mapping page so nothing syncs into a blank field silently.

Keeping data in sync

Attio is feedback-first: connecting or saving your field mapping does not pour your whole Attio workspace into Lane. Instead:

• New customers arrive automatically the moment they show up in feedback. When a note or piece of feedback mentions a company or person, Lane creates the customer record from Attio at that point — you don’t need to import first.
• Save & Refresh (the mapping page’s save button) only re-enriches customers Lane already has — matched by Attio record ID, or by domain for accounts that arrived from another source. It never creates or deletes records.
• Import customers, on the Attio settings page, is the explicit full backfill: it brings every Attio company and person into Lane as a customer and keeps them in sync going forward. Use it if you want your whole CRM in Lane rather than customers arriving as feedback comes in.

You can trigger a refresh anytime with Sync now on the Attio settings page, which shows Syncing… while it runs. Save & Refresh saves your mapping, starts a refresh and takes you back to that page.

If a company or person is deleted in Attio, Lane keeps it but marks it as no longer synced: its source changes to manual.

Capture feedback

Record widget

The Lane requests widget appears on Attio company and person records, showing that customer’s most recent requests and their status (people also see requests linked to their company). A Send feedback to Lane action — on the record page and in the ⌘K command palette — opens a form to send new feedback without leaving Attio.

Setup: the widget needs a token to talk to Lane. Go to Settings → Integrations → Attio → Record widget → Generate token (Pro+). Copy the token shown, then paste it into the Lane app’s connection inside Attio (Settings → Apps → Lane → Connections in your Attio workspace — Lane’s settings page links straight there). Regenerate token invalidates the previous one, so re-paste it in Attio after regenerating.

Call-transcript highlight-to-send

On an Attio call-recording transcript, highlight any text and choose Send to Lane to open the same feedback modal, pre-filled with the highlighted passage and a link back to the transcript. Pick the Customer it’s about (not pre-selected from a transcript, since a transcript isn’t tied to one record), add a Title and Details, and send.

Capture notes automatically

Under Capture notes in the Attio settings, set Mode to Automatic (AI-powered) and new Attio notes come into Lane as feedback automatically. Like other automatic sources, notes go through an AI filter so only genuine product feedback is kept, and each one is linked to the customer the note sits on, creating that customer from Attio if Lane doesn’t have it yet. Mode is Off by default.

To bring in notes you already have, use Import notes. It’s a one-time import and works whatever the Mode is set to.

Permissions Lane requests

Lane’s Attio integration is read-only with respect to your Attio data — it reads records, notes, and (only when you choose to send one) a call-transcript highlight. It never writes to your records or changes your object configuration. The one write permission it uses is to manage its own webhook subscription.

Permission	Access	Why Lane needs it
Record data	Read	Read companies and people to enrich Lane customers with revenue and tier, and to attribute notes and feedback to the right customer.
Object configuration	Read	List your objects and attributes so you can map Attio fields to Lane fields during setup.
Notes	Read	Bring Attio notes into Lane as feedback when Capture notes is set to Automatic, or when you use Import notes.
Meetings (call recordings)	Read	Call recordings and their transcripts live under meetings in Attio. When you highlight a passage in a call transcript and choose Send to Lane, Lane reads that selected transcript text.
Webhooks	Read & write	Register and remove Lane’s own webhook subscription so new notes flow into Lane as they’re written. Lane manages only its own subscription.

Sync is one-way - from Attio into Lane. Lane does not write back to your Attio records.

FAQs

Q: Which plans include Attio?
A: Pro. Starter workspaces see an upgrade prompt.

Q: Does connecting Attio import my whole CRM?
A: No. Attio is feedback-first — customers arrive automatically when they appear in feedback, or all at once if you click Import customers. Connecting and saving your mapping only refresh customers Lane already has.

Q: How often does Lane sync with Attio?
A: Once a day, in the background, for every mapped field. To sync right away, click Sync now on the Attio settings page or save your field mapping. Notes are the exception: with Capture notes set to Automatic, a new note comes in within seconds.

Q: Can I edit an Attio-synced field in Lane?
A: Fields mapped from Attio are locked to keep the CRM as the source of truth. Unmapped fields stay editable.

Q: How do I bring in Attio notes?
A: Set Capture notes to Automatic (AI-powered) for new notes, and use Import notes once for the ones you already have.

Q: What happens if I disconnect?
A: Previously synced records stay in Lane, but updates and future syncs stop until you reconnect.