Monitoring your people's social activity (Engagement Sync)

What it does

Every time a person on your Attio list publishes a new post, likes someone's post, or leaves a comment, that activity is captured and written to their Attio Person Record as a note — with the full post content, not just a notification or link.

Your Sales, Marketing, and CS teams all see the same social context inside Attio. Before a call, a rep can open a Person Record and see exactly what they've been engaging with. Ask Attio can read that history and answer questions like "Is this person engaging with any competitor content this month?" or "What pain points is our champion at Acme expressing publicly?"

Prerequisites

• Attio connected (see [Connecting Attio and mapping fields])

• LinkedIn match attribute configured (see [Setting up LinkedIn matching and the Profile Finder])

• An Attio List containing the people you want to monitor

Setting up Engagement Sync

Engagement Sync is configured by creating Sync Rules. Each rule connects an Attio List to a type of social activity to monitor. When you save a rule, a Signal is automatically created in the background.

Step 1 — Go to Social Sync settings

Go to Integrations → Attio → Social Sync tab.

Step 2 — Create a sync rule

Click Create Sync Rule (or Add Another Sync Rule). The rule dialog has three steps:

Step 1 — Which contacts should we import from Attio?

Select an Attio List. When someone is added to the list in Attio, they're imported into the monitoring Signal on the next run. The platform checks for new list members throughout the day.

Step 2 — Which activity do you want to monitor and sync?

Choose one activity type per rule:

• Sync New Posts — captures new posts published by monitored people

• Sync Posts (Liked) — captures posts your people have liked

• Sync Posts (Commented on) — captures posts your people have commented on

A new Signal is created automatically when you save the rule. Create multiple rules to monitor different activity types from the same list.

Step 3 — Rule options

• Rule name — descriptive label for the rule

• Maximum contacts to import — how many people to import on first run (1–500, default 500). After the initial backfill, new list members are imported incrementally.

• Enabled toggle — pause a rule at any time without deleting it

• Duplicate Detection — always on. Prevents the same social event from being written as a note more than once.

Click Create import rule to save.

Step 3 — Configure notifications (optional)

After creating rules, set up Slack or email notifications for new post activity from the notifications section.

How the notes appear in Attio

Each piece of captured social activity appears as a note on the Person Record's activity feed. Notes include:

• Full post content

• The type of activity (new post, like, comment)

• Timestamp

• A link to the original LinkedIn post

Notes are visible to everyone on your team with access to that person's record. Ask Attio can read and reason over the full note history.

Managing sync rules

From the Social Sync tab, each rule shows its source list, associated Signal, and enabled status. Use the toggle to pause or re-enable. Use the edit icon to modify. Use the delete icon to remove permanently.

⚠️ Note: The source list and activity type are locked once a Signal has been created. To change these, create a new rule.

How lists stay in sync

When you add a person to an Attio list that's connected to a sync rule, the platform detects the addition on its next check and adds them to the monitoring Signal automatically. You don't need to manually update anything.