Automate Your CRM: Sync Notion to Attio in 10 Minutes (No Code)
In this step-by-step tutorial, we show you how to sync your Attio CRM data directly into Notion using Whalesync. Learn how to give your team or external partners visibility into key customer data without providing full access to your Attio workspace.
Struggling with keeping data updated across different platforms? Whalesync automates the process, eliminating the need for manual updates, complex code, or messy connectors. This video is perfect for operations teams, product managers, and anyone who wants to create powerful reports and dashboards in Notion using live data from Attio.
By the end of this video, you'll understand how to:
✅ Set up a new sync between Attio and Notion.
✅ Map tables and fields to control what data is shared.
✅ Use filters to sync only specific records (e.g., campaign participants).
✅ Create relationships between your synced tables in Notion.
✅ See the real-time, two-way sync in action.
🚀 Tools Mentioned:
* Attio: https://www.attio.com
* Notion: https://www.notion.com
* Whalesync: https://www.whalesync.com
⏰ Timestamps:
00:00 - Why Sync Attio to Notion?
01:13 - Setting Up the Sync in Whalesync
02:04 - Mapping Tables (Campaigns, People, Companies)
03:58 - Mapping Fields and Sync Direction (One-Way vs. Two-Way)
05:46 - Filtering Data to Sync Specific Records
08:20 - Viewing the Synced Data in Notion
09:58 - Real-Time Sync Demonstration
👍 Did you find this helpful? Like this video and subscribe to the channel for more integration tutorials!
💬 Have questions? Leave a comment below, and we'll be happy to help you out.
Happy syncing!
Видео Automate Your CRM: Sync Notion to Attio in 10 Minutes (No Code) канала Whalesync
Struggling with keeping data updated across different platforms? Whalesync automates the process, eliminating the need for manual updates, complex code, or messy connectors. This video is perfect for operations teams, product managers, and anyone who wants to create powerful reports and dashboards in Notion using live data from Attio.
By the end of this video, you'll understand how to:
✅ Set up a new sync between Attio and Notion.
✅ Map tables and fields to control what data is shared.
✅ Use filters to sync only specific records (e.g., campaign participants).
✅ Create relationships between your synced tables in Notion.
✅ See the real-time, two-way sync in action.
🚀 Tools Mentioned:
* Attio: https://www.attio.com
* Notion: https://www.notion.com
* Whalesync: https://www.whalesync.com
⏰ Timestamps:
00:00 - Why Sync Attio to Notion?
01:13 - Setting Up the Sync in Whalesync
02:04 - Mapping Tables (Campaigns, People, Companies)
03:58 - Mapping Fields and Sync Direction (One-Way vs. Two-Way)
05:46 - Filtering Data to Sync Specific Records
08:20 - Viewing the Synced Data in Notion
09:58 - Real-Time Sync Demonstration
👍 Did you find this helpful? Like this video and subscribe to the channel for more integration tutorials!
💬 Have questions? Leave a comment below, and we'll be happy to help you out.
Happy syncing!
Видео Automate Your CRM: Sync Notion to Attio in 10 Minutes (No Code) канала Whalesync
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1 июля 2025 г. 5:59:53
00:11:08
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