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Instantly → Attio

Instantly + Attio integration

Put Instantly campaign history on Attio People. Each event writes a Note on the matched Person, and an optional OutboundSync custom object turns events into records you can filter.

BetaOne-way syncEmail

Instantly + Attio at a glance

Instantly connects to Attio through OutboundSync. Each Instantly event, from sends and opens to replies and lead status changes, writes a Note on the matched Attio Person and links the related Company. Turn on the optional OutboundSync custom object and every event also becomes its own structured record, ready for Attio lists and views.

Instantly + Attio integration facts
StatusBeta (Attio is a one-way beta CRM)
ChannelsEmail
DirectionOne-way, Instantly → Attio
Attio recordsPeople, with the related Company
Block listsNot available for this pairing
Instantly planHypergrowth or higher
SetupGuided: the OutboundSync team runs onboarding

Attio teams tend to model their pipeline carefully, which makes unstructured email history a poor fit. OutboundSync gives Instantly activity two shapes in Attio: a readable Note on the Person for context, and, when you enable it, a structured OutboundSync record with platform, campaign, event type, and timestamp fields.

Those records are where Attio gets useful. Filter to every Person who replied to a given Instantly campaign, build a list of meetings booked this quarter, or sort by most recent activity. The OutboundSync object upserts on a unique event key, so retried webhooks don't pile up duplicate records.

What syncs from Instantly to Attio

Every event below arrives in near-real time and lands on the matched Attio record. Pick the ones you want per source.

Instantly events OutboundSync syncs to Attio
EventChannelWhere it lands in Attio
Email sentEmailNote on the Person, plus an optional OutboundSync record
Email openedEmailNote on the Person, plus an optional OutboundSync record
Link clickedEmailNote on the Person, plus an optional OutboundSync record
Reply receivedEmailNote on the Person, plus an optional OutboundSync record
Email bouncedEmailNote on the Person, plus an optional OutboundSync record
Lead unsubscribedEmailNote on the Person, plus an optional OutboundSync record
Lead status updates— Interested, not interested, neutral, meeting booked, meeting completed, closed, out of office, wrong person, custom labels, and campaign completed without replyEmailNote on the Person, plus an optional OutboundSync record

Event names come from the Instantly webhooks OutboundSync receives. Attio is a one-way beta, so exact event coverage is confirmed during onboarding. See the Instantly event reference.

What teams do with Instantly + Attio

  • List every reply by campaign

    Filter OutboundSync records by Instantly campaign and event type to see exactly who engaged.

  • Prep with the Note history

    Open a Person before a meeting and read every Instantly touch in order, without leaving Attio.

  • Track meetings booked

    Use the meeting-booked lead status to build an Attio view of outbound-sourced meetings.

Ways to connect Instantly and Attio

The options teams weigh before they commit a production sync.

Ways to connect Instantly and Attio, compared
OptionWhat it doesTrade-off
Zapier, Make, or n8nCompare integration platformsCatch Instantly webhooks and write each event to Attio with a workflow you build.Every event type, retry, and field change is a workflow you maintain, billed per task or step.
Custom buildBuild vs buyWrite your own service against the Instantly and Attio APIs.You own matching, deduplication, API limits, and every upstream schema change.
OutboundSyncPre-built email activity sync into Attio People.One-way beta with guided onboarding. Lighter configuration than HubSpot or Salesforce today.

How to set up Instantly + Attio

  1. Step 1: Connect Attio

    Install OutboundSync from the Attio App Store, then optionally create the OutboundSync custom object in CRM Settings.

  2. Step 2: Connect Instantly

    Add your Instantly API key in OutboundSync, then paste the source's webhook URL into Instantly.

  3. Step 3: Create the Attio source

    Select Instantly when you create the Attio source, and confirm how contacts are matched.

  4. Step 4: Send a test event

    Trigger one Instantly event and confirm it on a real Attio Person.

  5. Step 5: Go live

    Launch with the OutboundSync team watching the first production events in Attio.

Plan requirements

Instantly plan

Hypergrowth or higher

OutboundSync requires Instantly's Hypergrowth plan or higher, because it relies on Instantly's webhook and API features.

Attio

Attio is a one-way beta. There is no Attio plan gate on our side; onboarding runs with the OutboundSync team.

Trusted by outbound teams

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Instantly + Attio FAQ

  • What Instantly activity does OutboundSync sync to Attio?
    Email sent, email opened, link clicked, reply received, email bounced, lead unsubscribed, and lead status updates.
  • Which Attio records does it write to?
    OutboundSync matches or creates Attio People. Instantly events land as note on the Person, plus an optional OutboundSync record. See the Attio beta guide for details.
  • Do I need the OutboundSync custom object in Attio?
    No. Notes on the Person always write. The custom object is optional and adds one structured record per event, which is what you want for filtering, lists, and reporting.
  • Is the integration one-way or two-way?
    One-way. Activity flows from Instantly into Attio, and nothing is written back to Instantly.
  • Can I use Attio records as a block list?
    Not today. Block lists come from HubSpot lists or Salesforce reports. The Attio beta syncs activity in only.
  • Do I need admin access to set it up?
    An Attio workspace admin installs OutboundSync from the Attio App Store during guided onboarding.
  • Which Instantly plan do I need?
    OutboundSync requires Instantly's Hypergrowth plan or higher, because it relies on Instantly's webhook and API features.
  • How is Instantly + Attio priced?
    Beta access is scoped with the OutboundSync team during onboarding. Billing follows the same model as every plan: sent messages per month. Replies, opens, clicks, and lead-category updates are not billed. See the pricing page.
  • Can I do this with Zapier, Make, or n8n?
    For simple notifications, yes. Production Instantly programs tend to outgrow generic builders because every step is billed and every schema change is yours to fix. OutboundSync is pre-built for Instantly, keeps searchable event logs beyond 30 days, and prices by outbound volume instead of workflow steps.
  • What breaks first when this scales?
    Data quality and reliability break first: duplicate events, retries, out-of-order webhooks, and bursts during big sends. OutboundSync handles idempotency, timing buffers, and queue recovery, and flags suspicious or mismapped payloads instead of writing them.

Instantly resources

Tutorials, case studies, and updates related to Instantly.

Company

Partner spotlight: Instantly

Instantly is an all-in-one cold email and outreach platform with a built-in lead database. See how it syncs activity into your CRM via OutboundSync.

Jason Ma

See Instantly activity in Attio

A quick walkthrough with your own stack. Setup takes minutes, with no long-term contract.