Attio Lead Import & Deduplication

Task

Source leads from Apollo and Crunchbase, then import them into Attio without creating duplicates. Use @Apollo/Search PeopleName it "Apollo/Search People" and call it with @Apollo/Search People to find prospects matching your ICP, @Crunchbase/Search CompaniesName it "Crunchbase/Search Companies" and call it with @Crunchbase/Search Companies to verify company details and funding status, @Attio/Search RecordsName it "Attio/Search Records" and call it with @Attio/Search Records to check for existing contacts, @Attio/Assert RecordName it "Attio/Assert Record" and call it with @Attio/Assert Record to create or update records with deduplication, and @Attio/Add List EntryName it "Attio/Add List Entry" and call it with @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 |

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Existing Records Updated:

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

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Skipped (No Verified Email):

• [Name] at [Company]: Email not verified
• [Name] at [Company]: No email found

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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