Integration

    Attio and Volty

    Volty reads the person, company and lists behind a conversation in Attio, and adds notes and records when you allow it.

    Talk to VoltyFree trial

    Updated

    A pilot customer writes in

    Volty reads the company record and the list it sits on before it answers.

    NH

    Nadia Hassan

    Web chat · Website visitor

    Hi, we spoke to your team last month about a pilot. Is a November start still possible?
    Looked up AttioKestrel Labs · Q4 pilots · Proposal stage
    VoltyHi Nadia, yes. Kestrel Labs is on our Q4 pilot list with the proposal sent. I've let Owen know you'd like a November start, and he will confirm the date with you.

    Waiting for approval

    Attio note on Kestrel Labs: wants a November pilot start

    ApproveEditDecline

    Attio company

    Kestrel Labs

    Q4 pilots · Proposal
    Owner
    Owen Parker
    Contact
    Nadia Hassan
    Team size
    40
    Last note
    14 Oct

    Read from Attio during the conversation

    What Volty does with Attio

    Attio is a CRM built around records and lists that a team shapes to its own way of working. Volty connects to Attio with one sign-in. It can find the person and company behind a conversation and read the lists they are on, so a reply starts from where the relationship is. When you allow it, Volty can add a note or create a record.

    • Knows the relationship

      Volty reads the person, company and lists before it replies.

    • Notes from conversations

      A summary of what was asked can be added to the record.

    • Ask about a list

      Staff ask Volty who on a list needs a follow-up.

    • Writes start Off

      Each change can be set to wait for a colleague.

    A wide view of a startup's open office with long shared desks.
    Conversations land on the right record.

    Who has gone quiet

    A founder asks Volty about a list in the team chat in Volty.

    Sales team

    Volty · Team chat

    O

    Owen

    Who on the Q4 pilots list hasn't heard from us in two weeks?

    Looked up AttioQ4 pilots · 12 entries · 3 with no note since 17 Oct

    VoltyAPP

    Three: Tandem Freight, Bloom Clinics and Harbor Desk. Tandem Freight's last note says they were waiting on a security review.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Inbound enquiry to record

    1. When

      A visitor asks about a pilot

      On your web chat

    2. Step 1

      Volty qualifies it

      Team size, use and timing

    3. Step 2

      Creates the record

      Approved by a colleague

    4. Step 3

      Brings in the owner

      In the same conversation

    Two founders talking over coffee at a co-working space.
    Every follow-up starts from what the record says.

    How Volty connects to Attio

    An admin signs in to Attio from the Sources page and picks the tools Volty may use.

    1. 01

      Sign in to Attio

      With the workspace member whose access Volty should have.

    2. 02

      Turn on the reads

      People, companies, records and lists.

    3. 03

      Choose the writes

      Create record and add note start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search people and companiesReads
    • Read recordsReads
    • Read listsReads
    • Create recordChanges
    • Add noteChanges

    Reading tools can be turned on straight away. Anything that changes Attio starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in Attio?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect Attio with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026