Integrations · Attio

Attio consent sync: see consent where your team works

Every consent decision in pactbase reaches the person’s record in Attio within seconds, so sales knows who may be called before the call.

A built-in integration between pactbase and Attio CRM. pactbase stays the source of truth; Attio holds a read-only copy.

Start free Book a demo

What it does

  • Within seconds

    Every decision recorded in pactbase reaches the person’s Attio record within seconds.

  • One field per purpose

    Voice call consent and Partner sharing consent, each shown as Granted, Withdrawn, Denied or Not asked.

  • Proof on the record

    When consent last changed, which form it came from, and the pactbase Consent ID that links to the proof.

  • New people are created

    Not in Attio yet? The person is created, matched by email.

  • Withdrawals sync too

    A withdrawal syncs the same way as a grant, so sales sees Withdrawn before the next call.

  • Nothing else is overwritten

    Only the purposes in a decision are updated. Other consent values stay as they are.

  • Only what sales needs

    Test events, anonymous visitors and decisions that touch neither sales purpose are skipped.

  • Read-only in the CRM

    Nobody edits consent by hand in Attio. Every value traces back to a record in pactbase.

Who uses it

One consent record, every team.

  • Sales

    Call only the people whose Voice call consent is Granted.

  • Partnerships

    Export only the people whose Partner sharing consent is Granted.

  • Compliance

    Every value in the CRM traces back to a consent record, with its Consent ID.

Covers under DPDP

  • S.6Consent
  • S.6(4)Easy withdrawal
  • S.6(10)Proof

Attio is the worked example. The same consent sync works with other CRMs. See all pactbase integrations, or how consent is collected and kept.

Frequently asked questions

How quickly does Attio update?
Within seconds of the decision in pactbase, for grants and withdrawals alike.
Can my team change consent in Attio?
No. pactbase is the source of truth and Attio holds a read-only copy. Consent changes only when the person changes it.
What if the person is not in Attio yet?
The person is created, matched by email, with their consent fields filled in.
Which purposes reach Attio?
The purposes sales works with: Voice call and Partner sharing. Decisions on other purposes are skipped.
Does it work with another CRM?
Yes. Attio is the worked example; the same consent sync works with other CRMs.
NextMailmodoEmail only the people who said yes