attio-setuplisted

# 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. ## Frameworks Referenced This skill is grounded in public frameworks and source material relevant to the task: - **Attio Programmable CRM Model.** Use the relevant method or published guidance where it improves the requested deliverable; do not cite it as decoration. - **Modern CRM Architecture.** Use the relevant method or published guidance where it improves the requested deliverable; do not cite it as decoration. - **HubSpot Academy — CRM Automation.** Use the relevant method or published guidance where it improves the requested deliverable; do not cite it as decoration. ## 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 ### Phase 1: Object Model Attio is object-based. Standard: Companies, People, Deals. Custom objects for anything: Subscriptions, Customer Success Plans, Partner relationships. **Key difference vs Salesforce:** No rigid Lead→Account→Contact hierarchy. Everything is a flat object that can be linked. A Person can