attio-setup

# Attio Setup ## Overview Attio is the modern programmable CRM. Unlike HubSpot (unified suite) or Salesforce (enterprise customizability), Attio is built for teams that want a CRM that works like a database — flexible objects, real-time collaboration, and API-first architecture. Best for startups and growth-stage B2B SaaS that find HubSpot too rigid and Salesforce too heavy. ## Authoritative Foundations - **Attio Programmable CRM Model** — Shapes deliverables for this skill — Attio is the modern programmable CRM. - **Modern CRM Architecture** — Shapes deliverables for this skill — Attio is the modern programmable CRM. - **HubSpot Academy — CRM Automation** — Lifecycle stages, object model, and workflow enrollment patterns. ## When to Use - "Set up Attio for our sales team" - "Configure Attio objects and pipelines" - "Build Attio workflows" - "Migrate to Attio from HubSpot/Salesforce" - "Set up enrichment in Attio" ## Step-by-Step Process Load **crm-toolkit** first — crm-selection, contacts-vs-leads (Attio has **no Lead object** — use `status` on People + **lists as SDR queues**), and attio-blueprint. ### Phase 1: Object Model Attio is object-based. Standard: Companies, People, Deals. Custom objects for anything: Subscriptions, Customer Success Plans, Partner relationships. **Contacts vs leads:** No Lead object and no conversion step. Inbound → Person with `status=inbound`; SDR list filters the queue; qualified → create Deal. See **crm-toolkit** → contacts-vs-leads ...