HubSpot and Attio
Connecting your CRM lets Echo follow AI visibility all the way to deals: the Won step on the Dashboard and the last step of the funnel in Results.
Connect HubSpot
- The workspace owner goes to Settings → Connections → HubSpot and clicks Connect HubSpot.
- Approve Echo on HubSpot's screen.
- Choose which brands use the account.
Echo syncs daily and right after connecting. Sync now runs it at once.
HubSpot records each contact's first page and first referrer, so Echo can count won deals whose contact first came from an AI assistant, per page.
Connect Attio
- The workspace owner goes to Settings → Connections → Attio and clicks Connect Attio.
- Approve Echo on Attio's screen.
Attio doesn't record where people first came from, so its deals count for the brand but not per page.
Disconnect
Disconnect makes Echo forget its links and deals. Nothing is deleted in your CRM.
Something wrong or out of date? Write to hello@echo-aeo.com and we'll fix it.