Attio

Loops’ Attio app lets you sync contact data between your Attio and Loops accounts using workflow triggers and actions, and “Send to Loops” buttons.

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Install the Attio app

1. In Attio, go to Workspace settings -> Apps.
2. Search for “Loops” and click on the “Loops” app.
3. Click Install.
4. Follow the instructions to install the app. You will need to provide a Loops API key, which you can find from Loops Settings -> API.

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Configure the Attio app

In the Attio app settings, you can configure the fields that will be synced to Loops for each person.

• Email (always synced)
• Attio record ID
• First name
• Last name
• Company
• Job title

For each field, you can type in the Loops property you want to sync it to. Leave a field blank in the settings if you don’t want to sync it to Loops. For Attio record ID, you can sync to userId, which is meant for external IDs. Anchoring on userId means that if an email address changes in Attio, it will be reflected in Loops. However, if you already have another ID in this property in Loops, you can sync it to a different property like attioId (but you will lose the ability to track email address changes from Attio).

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Sync contacts from Attio to Loops

There are three ways to sync contacts from Attio to Loops.

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Sync single contact

On a contact’s page in Attio, click the ••• three dot menu and select Sync to Loops. You will be given the option to subscribe the contact to marketing emails and add the contact to a Loops mailing list. Click Sync to Loops. If a contact has multiple email addresses, the sync will use the first listed email address.

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Bulk sync contacts

You can sync more than one contact to Loops from the People list page in Attio. Select the contacts you want to sync, then in the bottom action bar, click More and then Sync to Loops. You will see the same options as when syncing a single contact: subscribe to marketing emails and add to a Loops mailing list.

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Sync contacts from Attio workflows

You can sync contacts to Loops from within an Attio workflow by using the “Sync to Loops” block. When adding a new block in the workflow editor, search for “Sync to Loops” and select the block. In the side panel, configure the data you want to sync to Loops. Here, you can select data from previous nodes in your workflow. If you have set the sync to send the Attio ID to Loops userId, select the Person record. Otherwise, make sure to populate the “Email” field, which will be used to find the contact in Loops.

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Contact widget

The app comes with a widget that you can add to the People page in Attio. The widget displays the contact’s current status in Loops; whether the contact exists in Loops, and if so, whether the contact is subscribed to marketing emails. Clicking the widget shows live contact data from Loops and a direct link to the Loops contact page. To add the widget:

1. Click the vertical three dots menu when viewing a contact record in Attio and select Configure page.
2. If you already have six widgets, you will have to remove one first.
3. Click + Add widget and select Loops. Then click Save changes.

Now when viewing a contact you will see the Loops widget, with live data from Loops.

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Trigger Attio workflows from Loops

You can trigger Attio workflows from events happening in Loops. When creating a new workflow, select Loops event as the trigger. You can then choose which Loops event should trigger the workflow:

• Contact created
• Contact deleted
• Contact unsubscribed
• Subscribed to a mailing list
• Unsubscribed from a mailing list
• Transactional email sent
• Campaign email sent
• Workflow email sent
• Email delivered
• Email opened
• Email clicked
• Email soft bounced
• Email hard bounced
• Unsubscribed from an unsubscribe link
• Resubscribed from an unsubscribe link
• Email reported as spam

Then build out the rest of the workflow as needed. You can pass data from the Loops event to other nodes in the workflow, like the event itself, contact details, or a related email.

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Trigger Loops workflows from Attio

You can trigger Loops workflows from Attio by using the Send Loops event block inside an Attio workflow. When adding a new block in the workflow editor, search for “Send Loops event” and select the block. In the side panel, configure the event you want to trigger. We recommend setting up events and their properties in Loops first (Settings -> Events). If you have set the sync to send the Attio ID to Loops userId, select the Person record. Otherwise, make sure to populate the “Email” field, which will be used to find the contact in Loops. Then build out the rest of the workflow as needed.

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Send transactional email from Attio

You can send a transactional email from Attio by using the Send transactional email block inside an Attio workflow. When adding a new block in the workflow editor, search for “Send transactional email” and select the block. In the side panel, configure the email you want to send. Your Loops transactional emails will be listed in the Transactional email dropdown. To add dynamic data to the email, use the Data variables options in the block panel. Make sure matching data variables are populated in the email. Then build out the rest of the workflow as needed.