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Salesforge → Attio

Salesforge + Attio integration

Keep Salesforge sequences and their outcomes on Attio People. OutboundSync writes a Note per event and can store each one as an OutboundSync record you can filter.

BetaOne-way syncEmail and social

Salesforge + Attio at a glance

Salesforge connects to Attio through OutboundSync. Salesforge email sends, opens, clicks, replies, bounces, unsubscribes, reply sentiment, and social replies each write a Note on the matched Attio Person. The optional OutboundSync custom object adds a structured record per event with campaign, step, and message fields for lists and views.

Salesforge + Attio integration facts
StatusBeta (Attio is a one-way beta CRM)
ChannelsEmail and social
DirectionOne-way, Salesforge → Attio
Attio recordsPeople, with the related Company
Block listsNot available for this pairing
Salesforge planNeeds webhook access
SetupGuided: the OutboundSync team runs onboarding

Salesforge teams often run many sequences in parallel, each with its own angle. In Attio, the OutboundSync object lets you compare them properly: each record carries the campaign, sequence step, and event type, so you can see which step drew a positive reply and which ones drew silence.

Sentiment is stored as an event of its own, which makes it easy to build an Attio list of People with positive Salesforge replies. The Note on the Person keeps a readable timeline for anyone preparing for a call.

What syncs from Salesforge to Attio

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

Salesforge 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
Contact unsubscribedEmailNote on the Person, plus an optional OutboundSync record
Reply sentiment— Positive and negative reply classificationEmailNote on the Person, plus an optional OutboundSync record
Social reply receivedSocialNote on the Person, plus an optional OutboundSync record

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

What teams do with Salesforge + Attio

  • List positive responders

    Filter OutboundSync records on positive sentiment to see who wants a conversation.

  • Find the winning step

    Group replies by sequence number to learn which Salesforge step converts.

  • Read the thread before calls

    Notes on the Person show every Salesforge touch in order.

Ways to connect Salesforge and Attio

The options teams weigh before they commit a production sync.

Ways to connect Salesforge and Attio, compared
OptionWhat it doesTrade-off
Zapier, Make, or n8nCompare integration platformsCatch Salesforge 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 Salesforge and Attio APIs.You own matching, deduplication, API limits, and every upstream schema change.
OutboundSyncPre-built email and social activity sync into Attio People.One-way beta with guided onboarding. Lighter configuration than HubSpot or Salesforce today.

How to set up Salesforge + 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 Salesforge

    The OutboundSync team creates your Salesforge source with you and points Salesforge's webhooks at it.

  3. Step 3: Create the Attio source

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

  4. Step 4: Send a test event

    Trigger one Salesforge 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

Salesforge plan

Needs webhook access

OutboundSync receives Salesforge activity through webhooks. Confirm your Salesforge plan includes webhook access, or ask us to check during setup.

Attio

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

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Salesforge + Attio FAQ

  • What Salesforge activity does OutboundSync sync to Attio?
    Email sent, email opened, link clicked, reply received, email bounced, contact unsubscribed, reply sentiment, and social reply received.
  • Which Attio records does it write to?
    OutboundSync matches or creates Attio People. Salesforge events land as note on the Person, plus an optional OutboundSync record. See the Attio beta guide for details.
  • Can I start with Notes only and add structured records later?
    Yes. Notes write on every event from day one. Create the OutboundSync custom object in CRM Settings whenever you are ready, and records start on the next event.
  • Is the integration one-way or two-way?
    One-way. Activity flows from Salesforge into Attio, and nothing is written back to Salesforge.
  • 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 Salesforge plan do I need?
    OutboundSync receives Salesforge activity through webhooks. Confirm your Salesforge plan includes webhook access, or ask us to check during setup.
  • How is Salesforge + 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?
    Yes, for lightweight automation. Zapier, Make, and n8n are good for prototypes and simple routing, but they need ongoing maintenance and bill by task or step. OutboundSync is pre-built for outbound CRM sync, keeps searchable event logs beyond 30 days, and prices by outbound volume.
  • 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.

Salesforge resources

Tutorials, case studies, and updates related to Salesforge.

Company

Partner spotlight: Salesforge

Salesforge is an AI-powered sales execution platform founded in 2023 in Estonia. See how it connects to OutboundSync to sync activity into your CRM.

Jason Ma

See Salesforge activity in Attio

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