Your CRM stays up to date without anyone typing into it

Otto reads your CRM first, then writes back when a conversation starts. In a real Attio connection, the first import brought in 61 companies and 7 people, and 26 accounts now stay linked both ways.

Amaan AslamCo-Founder · GTM PUBLISHED12 OCT 2026 READ4 MIN

61companies in the first import7people, all matched to Otto26accounts linked both ways

A CRM goes out of date one forgotten note at a time. A rep books a call from LinkedIn, the reply sits in their inbox, and the CRM still says “new lead” a month later.

With Otto, the CRM keeps itself current. Otto reads it first, so it knows which accounts you already have, and writes back when something worth recording happens.

What changes for your team

Nobody types up conversations. When someone replies, the lead and the activity go into the CRM on their own.
Only real conversations land in the CRM. Records arrive with a conversation behind them, not as a list of people nobody has spoken to.
Customers never get cold outreach. Anyone the CRM marks as a customer stays out of every campaign.
You see which accounts nobody has worked. Before you run a single search, Otto shows which CRM accounts aren’t in your pipeline yet.

The setup

You connect your CRM in Settings, then Integrations. Four choices decide how the sync behaves:

Setting	Recommended	What it means
What to import	Companies, people and deals	Otto reads these from the CRM and links each one to the matching record in Otto.
Keep in sync	On	Changes in the CRM keep flowing into Otto after the first import.
When to push back	When someone replies, with activity logged	A lead goes into the CRM once there is a conversation worth tracking, with the activity attached.
Keep customers out of outreach	On	Anyone the CRM marks as a customer never lands in a campaign.

Push on reply is the quiet option. Pushing every lead Otto finds would fill the CRM with people nobody has spoken to yet. Pushing on reply means every record Otto adds has a conversation behind it.

A real first import

On a real Attio workspace, the first import ran on 30 September 2026:

Object	Imported	Result
Companies	61	61 created in Otto
People	7	7 linked to people already in Otto

Since then, 26 accounts have become linked in both directions: a change on either side shows on the other.

Reading without importing

You don’t have to import a CRM to use it. Otto can read the companies, people or deals in it directly, and each row says whether it is already linked to an account in Otto. When Otto read the 50 most recent companies in that CRM, one was already linked and 49 were new to the pipeline: 49 accounts Otto hadn’t worked yet.

Before you connect yours

Where customers are marked. Otto keeps customers out of outreach based on what your CRM records, so check your customers are marked there before you switch that on.
When to push. On reply is the quiet option. You can push earlier, but then the CRM fills with people nobody has spoken to.
What to import. Companies and people are enough to start. Add deals when you want Otto to qualify them against your playbook.

Which CRMs

Otto connects to HubSpot, Salesforce, Attio and Notion. Calls recorded in Gong, Nooks and Granola feed deal qualification, so what was said on a call counts towards the deal’s score.

Try it

In Otto, go to Settings, then Integrations, connect your CRM and pick what to import and when to push. Start with push on reply. From Claude, ChatGPT or Gemini, ask Otto “which companies in my CRM aren’t in my pipeline yet?”