How to add qualified leads to Attio

To add a qualified lead to Attio, you create or update a person record, link it to the right company record, and add the person to the list your team uses to work leads, such as an Inbound or Outbound list. Attio separates those layers on purpose. The People and Companies objects hold what's true about a person or a company, and a list holds where that person stands in one process, using its own attributes such as a stage, an owner, and a lead source. A person can sit on several lists at once, with a different stage on each.

Attio gives you two ways to do this yourself. You can create records one at a time and add them to a list from the record page. For a batch, you can import a CSV file into the People object or straight into a list, map each column to an attribute, and match rows to existing records by email address or domain so they update instead of duplicating. Attio also fills in company details such as the description, industry, and employee range from a company's domain, and it can create people and companies from the email and calendar accounts your team connects.

Those tools move records well, but they don't decide which leads deserve one. A CSV import adds every row in the file, including the person who left the company last month, the account that's already a customer, and the contact who's already in an open deal with your rep. It also brings no explanation along. A rep who opens the record sees a name and a title, with nothing that says why this person is worth a call.

A good result is a short set of records that sales would want to work: people who fit your ideal customer profile and still hold the role, linked to the right company, never duplicated, sitting on the right list at the right stage, and carrying the reason they qualified. Kite does that work. It checks each lead before it reaches Attio, reads your workspace to see who's already there, and writes the records, the list entries, and the research together.

Start by telling Kite which leads you want in Attio and where they should go:

"Add these 60 webinar attendees to our Inbound list in Attio. Only keep the ones who fit, and assign them to me."

Kite is an AI marketer. It researches your business, builds a growth strategy, and ships the work that brings you new customers. Because it has already researched your company, it knows your ideal customer profile, your current customers, and your competitors, so it can judge fit without a long brief. You can work with Kite in the Kite web app or in Slack.

Kite can start from leads in several places. You can paste them into the conversation, share a CSV file in a Slack thread, or point Kite at a Google Sheet you've connected. It can also work from people already in Attio, such as everyone on a list at a given stage, or from inbound leads that arrive through a form on a site Kite hosts or by email to your team's Kite address.

You'll need to connect your Attio workspace through OAuth so Kite can read and write your records. When the job first needs Attio, Kite sends you a link to connect it. Kite then reads your workspace, tells you which list and stage it plans to use and where the fit score and research will go, and starts once you confirm.

Kite checks every lead against your ideal customer profile before it writes anything, because a lead that qualified last quarter may not qualify today. It confirms that the person still holds the role at that company, using their public professional profile or the company's own pages, and it drops anyone who has moved on. It also researches the company for recent events that make now a good time to reach out, such as a funding round, a new leadership hire, or open roles on the team your product serves.

Each lead that passes gets a fit score from one to five, with a one-line reason a rep can read at a glance. When the batch is large, Kite splits it into primary and secondary groups so sales knows where to start. If fewer leads qualify than you sent, Kite tells you how many passed and why the rest fell short.

Kite reads Attio before it creates anything, so it can leave out leads your team already handles and avoid duplicates. It searches your People records by email address and your Companies records by domain, the attributes Attio treats as unique. It then reads the deals and lists those records belong to.

That reading drives three decisions. A lead whose company is already a customer comes off the list. A lead who's already in an open deal stays with the rep who owns it, and Kite mentions them in its summary instead of adding them again. A lead who's already in your workspace but not on the list you named gets their existing record updated and added to the list.

Kite reads how your workspace is set up so each piece of research lands in an attribute your team already uses. It lists the attributes on your People and Companies objects, along with their types and any select options. It reads the list you named, its stages, and its list attributes, such as Owner, Lead source, or Fit score. It also reads your workspace members so it can assign each lead to the right person.

When the list has no place for something the job needs, Kite can add it. It can create a number attribute for the fit score, a text attribute for the reason, or a new Lead source option such as "Webinar". If you don't have a list for this kind of lead yet, Kite can create one with the stages you want. It proposes those changes first and makes them once you agree.

Kite writes the company first and then the person, so every lead arrives linked to their account. For each company, it matches on domain and either updates the existing record or creates a new one with the name, domain, description, and location. For each person, it matches on email address and writes the following:

• First and last name
• Work email, with its verification status
• Job title
• LinkedIn profile
• A link to their company record

Kite keeps each email's verification status as the research source returns it, and a missing email stays marked as not found rather than guessed. When a record already exists, Kite changes only the attributes that are out of date, such as a new job title.

Kite then adds each person to the list you named, at the stage that matches where they are, such as New or Qualified. It fills in the list attributes your team uses, including the owner, the lead source, and the fit score. Kite adds each person to a list once. If someone is already on it, Kite updates their entry instead of creating a second one.

When you ask for it, Kite also creates a deal at your first pipeline stage, linked to the person and company. That works well for a lead who's ready for a sales conversation, such as someone who requested a demo.

Kite attaches a note to each person record so the research travels with the lead. The note says why the person qualified, which recent event at their company makes now a good time to reach out, and where each fact came from. A rep who opens the record has the context for the first conversation without redoing the research.

For each primary lead, Kite creates an Attio task for the owner, linked to the person and given a due date, so the follow-up shows up in that teammate's task list. You can set the deadline in your request, such as "within one business day" for inbound leads.

When the work is done, Kite posts a summary in the conversation where you asked, in the Kite web app or in Slack. It says how many leads it added, how many existing records it updated, and who it left out and why. That includes the customers, the people already in an open deal, and anyone who no longer held the role. The full set of leads comes with it as a table, so you can scan the result without opening Attio.

From there, Kite can write a personalized email to each primary lead and send it with your approval. It then moves each person to a Contacted stage on your list so your team can see who's been reached. If leads arrive regularly, ask Kite to run the same job on a schedule, such as every Monday morning, and it will deliver each batch's summary wherever you choose, such as a Slack channel.

When Kite finishes, your Attio workspace holds a set of qualified leads your team can work right away, and your conversation with Kite holds the record of what changed.