What Wiza + Attio Does
Attio is a native CRM integration that Wiza supports. It lets users push enriched contacts from Wiza into Attio as People and Companies, keep records updated, and jump directly to synced records in Attio — all without leaving Wiza.
Key things to know about how Attio works in Wiza:
Wiza syncs to both People and Company records in Attio, and can associate the two automatically
Users can make Attio the Primary sync destination so sync actions default there
Attio sync works in both list workflows and Prospect workflows
Once synced, users can open the record directly in Attio using View in Attio
Users can also link to an existing Attio record instead of creating a new one
If the connection breaks, Wiza surfaces a Broken state with a Fix now path
How to Set It Up
Go to Integrate in Wiza and find Attio
Click Connect — an Attio login/authorization pop-up will open
After authorizing, the OAuth window closes automatically and Attio appears as connected on the Integrations page
Note: If Attio's authorization expires or otherwise fails, the Attio card on the Integrations page is marked as Broken. Click Fix now to reconnect.
Click Configure on the Attio card to open field mapping and settings
Review and adjust field mappings (Wiza field → Attio attributes) for both People and Companies, and save your mapping
(Optional) Toggle Primary on Attio if you want it to be your team's default sync destination
Note: If your workspace has integration management restrictions enabled, only admins can connect or configure integrations. Have your Attio login ready before starting.
Key Settings Users Should Know
Company create/update behavior — control whether Wiza creates or updates associated Company records in Attio
Person-company association — control whether contacts are linked to Companies and whether existing associations are overridden
Field mapping — map Wiza fields to Attio attributes for both People and Companies, set overwrite behavior per field, set default values, and reset mappings to Wiza defaults at any time
Extension field display — in the LinkedIn extension, users can configure which Attio attributes are shown in the contact card, control field order (drag/drop), with a maximum of 10 displayed fields
Apply settings to all users — admins and managers can enforce one mapping and settings standard across the whole account
How Record Matching Works
When syncing, Wiza looks for an existing Attio record before creating a new one. It checks in this order:
Existing CRM object ID (if the contact is already linked)
Email
Name + company
Optional name-only fallback in some linking flows
If a match is found, Wiza updates it. If no match is found, Wiza creates a new Person record (and Company, if company sync is enabled) in Attio.
Day-to-Day Sync Experience
From people tables, cards, and Prospect workflows, users will see:
Sync to Attio or View in Attio — depending on whether a CRM record is already linked
Add as Person — when no existing CRM link exists
Relink or Unlink Contact — when a record needs to be corrected
Link to existing record — search for and link to an existing Attio record instead of creating a new one
After sync, users see success/failure toasts and can open detailed sync results showing created / updated / skipped / error counts in plain language.
Sequencing with Attio: Attio handles the CRM side. Sequencing/cadences still come from Outreach or Salesloft. If sequencing permissions are missing, the UI prompts to reconnect the sequencing integration first.
Support Troubleshooting Checklist
1) Confirm Attio is connected and healthy
Go to Integrations and verify Attio is connected
If the card shows Broken, use Fix now to reconnect
If "Connect" is disabled with an admin warning, check account integration restriction settings
2) Confirm user permissions
If the user cannot connect/configure/disconnect Attio, check whether the account has "restrict integrations to admins" enabled
If restricted, an admin will need to connect/configure, or temporarily allow users to manage integrations
Note: broken integration repair via Fix now is always available even in restricted mode
3) Confirm Attio is set as Primary (if expected)
If sync seems to be going elsewhere, check the Primary toggle on the Integrations page
4) Check mapping and settings save state
Open Attio Configure and verify recent changes were saved — users are warned on unsaved changes
If mappings are messy or uncertain, use Reset all mappings, then re-save and retest with 1 contact
5) Check field mapping basics
Ensure important Attio destination attributes are mapped for both People and Companies
Confirm overwrite and default behavior on key fields
Re-test with 1 contact after any mapping changes
6) Check company behavior settings
If Company records are missing or not updated, verify the Company Create and Update checkboxes
If person-company links are wrong or missing, verify "Associate People with Companies" is enabled and check the override behavior setting
7) Check for enforced admin template
If users cannot change settings or mappings, they may be locked by an account-level admin template
The UI will indicate who is enforcing the settings
8) Run a single-contact validation
Sync one known contact and watch the result toast
Open sync task details to inspect create/update/skip/error counts
Use "View in Attio" to verify the final record
9) If a sync error appears
Capture the exact message from the toast or sync panel
Check the Attio card on the Integrations page — if it's marked Broken, the OAuth connection was lost. Click Fix now to reconnect, then retry
Common causes: expired Attio authorization, missing Attio permissions, attribute mismatch or invalid value for a mapped field
10) For "Link to existing record" issues
Use at least 3+ characters in the search field (or press Enter to force search)
Select the correct result and link
If an incorrect auto-match happened, use Relink or Unlink Contact and relink manually
11) Escalate with evidence if still failing — include:
Workspace/account and user role
Whether integrations are admin-restricted
Attio card status (valid/broken)
Whether Primary integration is set
Screenshot or text of exact sync error
Whether the issue is list sync vs. one-off Prospect sync
Example contact/list and timestamp
FAQ
Q: What does Wiza's Attio integration do?
A: It lets users push enriched contacts from Wiza into Attio as People and Companies, map fields, control how updates are handled, and view synced records directly in Attio.
Q: Does Wiza sync People, Companies, or both?
A: Both. Wiza syncs People records and can also create or update the associated Company record at the same time.
Q: Can users choose whether to update existing records?
A: Yes — there is a setting to update existing records, including those owned by other users (subject to Attio permissions).
Q: Can I map Wiza fields to Attio attributes?
A: Yes — Attio supports full mapping controls for both People and Companies, including defaults, overwrite rules, and reset-to-default mappings.
Q: Can I link to existing Attio records instead of creating duplicates?
A: Yes — use "Link to existing record" and pick the correct existing record from the search results.
Q: Can I open the synced person directly in Attio?
A: Yes — "View in Attio" deep-links to the correct record in Attio.
Q: Why can't I edit integration settings?
A: Usually one of two reasons: account integration management is restricted to admins, or an admin template is enforcing settings for everyone on the account.
Q: What does "Broken" mean on the Attio integration card?
A: The connection is no longer valid and needs to be repaired — usually because the OAuth authorization expired or was revoked. Click Fix now to reconnect.
Q: I'm not an admin and can't connect Attio. Is that expected?
A: Yes, if integration management is restricted to admins on your account. However, you can still fix a broken integration using the Fix now flow.
Q: How do I verify if a contact actually synced?
A: Use the sync status UI after syncing, then click View in Attio to open the exact CRM record.
Q: Why did sync say success but I still don't see expected updates?
A: Check sync report details (created/updated/skipped/errors), verify field mappings for both People and Companies, and check person-company association settings.
Q: Can we enforce one Attio mapping for the whole team?
A: Yes — admins and managers can apply settings and field mappings account-wide from the Attio configuration page.
💡 Best positioning for customers: "The Wiza + Attio integration lets you push enriched contacts directly into Attio as People and Companies, control exactly how records are created or updated, and jump to any synced record in Attio with one click — all without leaving Wiza."