Attio CRM tutorial 2026 (full course)

Get 10% off Attio & a 14 day free trial: attio.com/?r=p0YZRiBRMcUCg23i Want my help with your CRM? Book in a chat here: https://tidycal.com/3e858z3/crm-audit... Join Tim's GTM community: www.unlockgtme.com All the freebies from the video: https://tim-yakubson.kit.com/attio-tu... Chapters 0:00 - What you'll build in Attio and the startup discount 2:28 - Creating your Attio workspace and syncing email 9:46 - Attio Chrome extension and interface tour 19:54 - Attio data model, custom attributes and imports 33:35 - Building your sales pipeline, enrichment and tasks 45:23 - Attio sequences and workflow automations 53:24 - Attio AI agents and reporting dashboards 1:11:46 - Connecting Attio to Claude, Fireflies and Clay This Attio CRM tutorial walks you through setting up Attio from scratch, including email and calendar sync, a real sales pipeline, custom attributes, CSV imports and CRM migration. You'll learn how to use Attio sequences, workflow automations, AI web agents for lead qualification and reporting dashboards that update in real time. We also connect Attio to Claude, Fireflies and Clay through MCP, so your CRM drafts follow-ups and logs meeting notes on its own.