This guide gives an overview on how to enable Attio CRM integration for teams.
Pre requisite
- Make sure you have completed the steps to integrate Attio CRM with Fireflies.
- You need to be a workspace admin to activate Fireflies x Attio CRM integration for your entire team.
Related: How to integrate Fireflies with Attio CRM
Enable Attio CRM integration for teams
- Once you’ve enabled the integration, click Team Options.
- A pop-up window will appear. By default, all team options are disabled.
Here’s how to use the toggles:
- Enable the Apply to entire workspace option to activate it for your team. Click Save to apply the changes.
- To prevent team members from setting up their own Attio integration, enable the Restrict non-admin workspace member usage toggle and click Save.
- For complete control, turn on both toggles and click Save. This will enable everyone to use Attio integration and block users from making private integrations.
Related: Learn about Fireflies X Attio CRM Integration
Hope this guide helped you set up Fireflies x Attio CRM integration. If you have any other questions about using Fireflies, please contact us here.