Add or update a person in Attio when a new contact is added in HubSpot

What each client fills in

Nothing. It needs only the accounts it connects to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

• Attio

  In the client’s Attio: Workspace settings → Developers → New integration → scopes record_permission read-write and object_configuration read → copy the access token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s HubSpot, for “A new contact is added”
2. Connect the client’s Attio, for “Add or update a person”