Authentication
Channeled supports integration with Salesforce, Hubspot, and Attio. Currently, you may only have one CRM connected at a time.Connecting Attio
We recommend having admin permissions while installing Attio, but these are not required.
# | Instructions |
---|---|
1 | Go to Integrations. |
2 | Select Attio and login through the Attio authentication flow. |
Mapping Channels to Attio Companies
Syncing Companies
Companies from Attio can be automatically or individually linked to Slack channels. To automatically link Attio Companies to Slack channels:- Go to Attio Integration Settings
-
Select
Sync Companies
-
Channeled will automatically attempt to connect Slack channels with Attio Companies based on Attio Account
domains
- Select the specific channel in Channels
- Map and search for an individual Attio Company