Use Smartlead Manual Step events in your CRM
OutboundSync now supports Smartlead's Manual Step Reached event. When a prospect reaches a manual step in a campaign, OutboundSync writes it to your CRM.
Harris Kenny
Smartlead → Attio
Smartlead + Attio integration
Give Smartlead activity a real data model in Attio. Notes on the Person give reps the readable version, and optional OutboundSync records store each event with its campaign, step, and category.
BetaOne-way syncEmail
Smartlead + Attio at a glance
Smartlead connects to Attio through OutboundSync. Every Smartlead event writes a Note on the matched Attio Person and links the related Company. With the optional OutboundSync custom object enabled, each send, open, click, reply, bounce, unsubscribe, and category change also becomes a structured record with campaign ID, sequence step, and a link back to Smartlead.
| Status | Beta (Attio is a one-way beta CRM) |
|---|---|
| Channels | |
| Direction | One-way, Smartlead → Attio |
| Attio records | People, with the related Company |
| Block lists | Not available for this pairing |
| Smartlead plan | Pro or higher |
| Setup | Guided: the OutboundSync team runs onboarding |
Smartlead programs run many campaigns across many mailboxes, and Attio users want to slice that activity cleanly. The OutboundSync object stores one record per event with fields like campaign name, campaign ID, sequence number, and an app URL that opens the activity in Smartlead. That is enough structure to build real views instead of scrolling Notes.
Notes still write on every event, even when custom-object permissions are missing, so reps always have readable history on the Person. RevOps can turn on the object later, re-sync its attributes, and start building lists without re-running a single campaign.
What syncs from Smartlead to Attio
Every event below arrives in near-real time and lands on the matched Attio record. Pick the ones you want per source.
| Event | Channel | Where it lands in Attio |
|---|---|---|
| Email sent— Includes manual replies sent from the Smartlead inbox | Note on the Person, plus an optional OutboundSync record | |
| Email opened | Note on the Person, plus an optional OutboundSync record | |
| Link clicked | Note on the Person, plus an optional OutboundSync record | |
| Reply received | Note on the Person, plus an optional OutboundSync record | |
| Email bounced | Note on the Person, plus an optional OutboundSync record | |
| Lead unsubscribed | Note on the Person, plus an optional OutboundSync record | |
| Lead category updated— Smartlead's built-in and custom lead categories | Note on the Person, plus an optional OutboundSync record |
Event names come from the Smartlead webhooks OutboundSync receives. Attio is a one-way beta, so exact event coverage is confirmed during onboarding. See the Smartlead event reference.
What teams do with Smartlead + Attio
Compare sequence steps
Group OutboundSync records by sequence number to see which Smartlead step earns the most replies.
Jump back to Smartlead
Each record carries an app URL, so a rep can open the exact Smartlead activity in one click.
List people by category
Filter records by lead category to build an Attio list of interested prospects per campaign.
Ways to connect Smartlead and Attio
The options teams weigh before they commit a production sync.
| Option | What it does | Trade-off |
|---|---|---|
| Zapier, Make, or n8nCompare integration platforms | Catch Smartlead 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 buy | Write your own service against the Smartlead and Attio APIs. | You own matching, deduplication, API limits, and every upstream schema change. |
| OutboundSync | Pre-built email activity sync into Attio People. | One-way beta with guided onboarding. Lighter configuration than HubSpot or Salesforce today. |
How to set up Smartlead + Attio
Step 1: Connect Attio
Install OutboundSync from the Attio App Store, then optionally create the OutboundSync custom object in CRM Settings.
Step 2: Connect Smartlead
Add your Smartlead API key in OutboundSync, then paste the source's webhook URL into Smartlead.
Step 3: Create the Attio source
Select Smartlead when you create the Attio source, and confirm how contacts are matched.
Step 4: Send a test event
Trigger one Smartlead event and confirm it on a real Attio Person.
Step 5: Go live
Launch with the OutboundSync team watching the first production events in Attio.
Plan requirements
Smartlead plan
Pro or higher
OutboundSync requires Smartlead's Pro plan or higher, because it relies on Smartlead'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.
Related integrations and guides
Smartlead with other CRMs
Other outbound tools for Attio
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TapcheckSmartlead + Attio FAQ
What Smartlead activity does OutboundSync sync to Attio?
Email sent, email opened, link clicked, reply received, email bounced, lead unsubscribed, and lead category updated.Which Attio records does it write to?
OutboundSync matches or creates Attio People. Smartlead events land as note on the Person, plus an optional OutboundSync record. See the Attio beta guide for details.Will retried Smartlead webhooks create duplicate Attio records?
No. OutboundSync upserts OutboundSync records on a unique event key, so a retried or repeated webhook updates the same record instead of adding another.Is the integration one-way or two-way?
One-way. Activity flows from Smartlead into Attio, and nothing is written back to Smartlead.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 Smartlead plan do I need?
OutboundSync requires Smartlead's Pro plan or higher, because it relies on Smartlead's webhook and API features.How is Smartlead + 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 lightweight Smartlead automations, yes. When you need dependable attribution and suppression, generic builders get expensive and brittle at volume. OutboundSync is pre-built, keeps searchable event logs beyond 30 days, and prices by outbound volume instead of step count.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.
Smartlead resources
Tutorials, case studies, and updates related to Smartlead.
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