Attio
| Status | Kind | How you connect |
|---|---|---|
| Coming soon | CRM | One click: approve bubbl3 on Attio's own page |
Attio isn't offered yet. This page says what it will do and what you can use meanwhile: a Lead URL, or Zapier, Make or n8n.
What it does
Connecting Attio lets bubbl3:
- import every person in your People object and get new and changed people as they happen;
- log every text bubbl3 sends or receives, and held or refused texts with the reason, as notes;
- keep opt-outs in step through bubbl3's checkbox attribute, Opted out of texts (bubbl3), which bubbl3 adds when you connect;
- update attributes when a workflow or conversion event asks.
Setup
- In bubbl3, open Settings, Integrations, choose Attio, then Connect, and approve bubbl3 on Attio's page.
- Check the count and the field mapping, and import.
- Answer How did these leads agree to hear from you?
bubbl3 adds its checkbox and one webhook in Attio when you connect. If that fails, the connection shows that updates aren't set up yet and bubbl3 keeps trying.
Disconnect
Disconnect from the connection page in Settings, Integrations, then remove bubbl3 under Workspace settings, Apps in Attio (Attio has no way for bubbl3 to remove itself).
- Stops at once: imports, new and changed people, notes and writebacks. bubbl3 deletes its webhook in Attio.
- Deleted at once: bubbl3's token and the links between bubbl3 contacts and people. Opt-outs still waiting are dropped.
- Kept: contacts imported from Attio, with their messages, labels and consent, unless you tick Also delete the contacts imported from it. Notes and attributes bubbl3 wrote stay.
- Deleted later: the updates Attio sent are deleted 30 days after they arrived.
Data shared
From Attio to bubbl3: People's names, emails, phones, job titles and the opt-out checkbox.
From bubbl3 to Attio: notes for texts; the opt-out checkbox on STOP; attributes when you ask; bubbl3's webhook.
Scopes and permissions
| Scope | Why bubbl3 needs it |
|---|---|
record_permission:read-write | Read People and write the opt-out and attributes |
object_configuration:read-write | Add bubbl3's opt-out checkbox to People |
note:read-write | Log texts as notes |
webhook:read-write | Create and remove bubbl3's webhook |
Events
What bubbl3 receives
| Event in Attio | In bubbl3 |
|---|---|
record.created | New contact. bubbl3 reads the person, imports them and starts "Lead imported from CRM" workflows. |
record.updated | Contact updated. bubbl3 reads the person again; starts "CRM contact updated" workflows. The opt-out checkbox ticked opts them out. |
What bubbl3 writes back
| What | Where it shows in Attio |
|---|---|
| Text log | A note on the person |
| Opt-outs | Opted out of texts (bubbl3) ticked |
| Field updates | The attribute you chose |
| Notes | A note from a conversion event |
Sending rules that still apply
Attio never texts anyone through bubbl3 itself. Its new and changed contacts can start your workflows, and every workflow text goes through the same checks as a text you send from bubbl3. Nothing in Attio can turn them off.
- Consent. When you connect Attio or create a lead source, you confirm that everyone you send to bubbl3 has agreed to receive texts from you, so its contacts can be texted straight away. bubbl3 never texts a contact who opted out, and a workspace set to text only opted-in contacts texts only them.
- Opt-out. Replying STOP opts a contact out at once. bubbl3 also records it in Attio.
- Quiet hours. No texts from 8:00 PM to 9:00 AM in the contact's own time zone (from the phone's area code). A text due then waits until the morning.
- Pacing. Each line texts at most 15 new contacts an hour and 50 a day (fewer while a new line warms up), and spaces texts 20 to 90 seconds apart. A big import or batch is queued and sent as the limits allow, never dropped.
- First messages. Until a contact replies, a text can't include links, photos or files, phone numbers or email addresses, must be 300 characters or fewer, and at most 3 texts go out.
What Attio is told when bubbl3 doesn't send
A note on the person says the text wasn't sent, with the reason. A held text gets a note saying when it's scheduled.
| Reason | Code | What you see |
|---|---|---|
| A link before the contact replies | pre_reply_link_blocked | Not sent: "Links can't be sent until the contact replies" |
| A photo or file before the contact replies | pre_reply_media_blocked | Not sent: "Photos and files can't be sent until the contact replies" |
| A phone number before the contact replies | pre_reply_phone_blocked | Not sent: "Phone numbers can't be sent until the contact replies" |
| An email address before the contact replies | pre_reply_email_blocked | Not sent: "Email addresses can't be sent until the contact replies" |
| A first message that is too long | pre_reply_too_long | Not sent: "First messages must be 300 characters or fewer" |
| Too many texts without a reply | pre_reply_message_limit | Not sent: "Already sent 3 texts without a reply. Wait for the contact to reply" |
| The same text to too many people today | identical_text_limit | Not sent: "This exact text went to 20 people from this line today" |
| The line is paused after unanswered texts | unanswered_streak_limit | Not sent: "This line is paused after too many unanswered texts" |
| The contact opted out | contact_opted_out | Not sent: "The contact opted out of texts" |
| The workspace texts only opted-in contacts | consent_required | Not sent: "This workspace only texts contacts who opted in" |
| No line can reach the contact | line_unavailable | Not sent: "bubbl3's line for this contact isn't available" |
| Quiet hours | quiet_hours | Held: "Scheduled for 9:00 AM America/Chicago, quiet hours" |
| The line's daily limit | daily_new_contact_cap | Held: "Scheduled for Oct 15, 9:00 AM America/Chicago: today's limit for this line is reached" |
| The line's hourly limit of new contacts | hourly_new_contact_cap | Held: "Scheduled for 2:00 PM America/Chicago: this hour's limit of new contacts for this line is reached" |
The numbers are the default limits; a line's own limits change them. bubbl3's other checks (no phone number, a number that doesn't match) have their own plain reasons.
Limits and known gaps
- bubbl3 makes at most 10 calls a second per connection.
- Attio gives no total count, so the import preview counts one page (500) and says "at least".
- Imports take every person: filters aren't offered. Lists and deals aren't imported.
Troubleshooting
- The connection needs attention. bubbl3 was removed from your Attio workspace. Connect again.
- "Updates from the CRM aren't set up yet". bubbl3 couldn't create its webhook or checkbox; it keeps trying.