# Attio Lead Import & Deduplication

> Source leads from Apollo and Crunchbase, import them to Attio, and never create a duplicate again.

Source: https://cotera.co/solutions/sales/attio-lead-import-deduplication

---

- **Team:** Sales
- **Tools:** Attio
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **ICP-Based Sourcing** — Find prospects matching your exact criteria via Apollo
2. **Company Verification** — Confirm funding stage and company health via Crunchbase
3. **Smart Deduplication** — Match by email, then name + domain to prevent duplicates
4. **List Organization** — Auto-assign imported leads to the right Attio list

## Example requests
- Find 30 VPs of Marketing at Series B SaaS companies and add to my Outbound list
- Import CTOs from fintech startups that raised in the last year into Attio
- Source 20 enterprise account leads in healthcare and deduplicate against my CRM

## Prompt

```markdown
## Task

Source leads from Apollo and Crunchbase, then import them into Attio without creating duplicates. Use @Apollo/Search People to find prospects matching your ICP, @Crunchbase/Search Companies to verify company details and funding status, @Attio/Search Records to check for existing contacts, @Attio/Assert Record to create or update records with deduplication, and @Attio/Add List Entry to organize new leads into the right lists.

**Example:** Find VP-level marketing leaders at Series B SaaS companies with 50-200 employees and import them into my "Q1 Outbound" list in Attio.

## Input

The user will provide:
1. Target ICP criteria (title, seniority, industry, company size, funding stage)
2. The Attio list to add leads to
3. Optional: number of leads to find (default: 25)
4. Optional: specific companies or domains to target

**Example:** "Find 30 CTOs at fintech startups that raised Series A in the last 12 months and add them to my Outbound Leads list"

## Context

### Lead Sourcing Strategy

**From Apollo:**
- Search by title, seniority, industry, and company size
- Enrich each person for email, phone, and company details
- Filter for verified emails only

**From Crunchbase:**
- Verify company funding stage and amount
- Check last funding date for recency
- Pull employee count and growth signals
- Confirm company is still active

### Deduplication Logic

Before creating any record in Attio:
1. Search by email address (primary match)
2. If no email match, search by full name + company domain
3. If a match is found, update the existing record with any new data
4. If no match is found, create a new record
5. Always use Assert Record to let Attio handle the upsert

### What to Import

**Person record fields:**
- Full name
- Email (verified)
- Phone number
- Job title and seniority
- LinkedIn URL
- Company association

**Company record fields:**
- Company name and domain
- Industry and sub-industry
- Employee count
- Funding stage and total raised
- Location

### Quality Checks

- Skip contacts with no verified email
- Skip companies that have been acquired or shut down
- Flag contacts already in Attio (update instead of create)
- Note the source (Apollo/Crunchbase) on each record

## Output

**Import Summary:**

**Leads Sourced:** [count] from Apollo, [count] companies verified via Crunchbase
**New Records Created:** [count]
**Existing Records Updated:** [count]
**Duplicates Skipped:** [count]
**Added to List:** [list name]

---

**New Leads Imported:**

| Name | Title | Company | Funding | Employees | Email Status |
|------|-------|---------|---------|-----------|-------------|
| [Name] | [Title] | [Company] | Series B | 120 | Verified |
| [Name] | [Title] | [Company] | Series A | 75 | Verified |

---

**Existing Records Updated:**

| Name | Company | Fields Updated |
|------|---------|---------------|
| [Name] | [Company] | Phone, title |
| [Name] | [Company] | LinkedIn URL |

---

**Skipped (No Verified Email):**
- [Name] at [Company]: Email not verified
- [Name] at [Company]: No email found

---

**Companies Verified via Crunchbase:**

| Company | Stage | Last Funding | Raised | Employees |
|---------|-------|-------------|--------|-----------|
| [Company] | Series B | Mar 2024 | $25M | 130 |
| [Company] | Series A | Nov 2023 | $8M | 65 |

**Next Steps:**
1. Review [X] imported leads in the "[list name]" list in Attio
2. Start outreach sequence for verified contacts
3. Re-run in [timeframe] to catch new funding rounds
```

## Related reading
- [CRM Lead Enrichment Ai](https://cotera.co/articles/crm-lead-enrichment-ai.md)
- [Sales Intelligence Vs Lead Generation](https://cotera.co/articles/sales-intelligence-vs-lead-generation.md)
- [Salesforce Lead Automation Guide](https://cotera.co/articles/salesforce-lead-automation-guide.md)