Replicated’s Salesforce contract was expiring in late April 2026. The options were renew at $21,000/year for a 4-person sales team, or replace it. The cleanup project and the replacement project were roughly the same size — but they had very different outcomes. We replaced it.

The guiding constraints: the CRM had to be the hub, not another spoke in a Zapier-connected stack. The team had to be able to operate it without a contractor. And the AI SDR — Shelley, who already had a job on the team — needed direct API access from day one. Attio won the evaluation on all three.

From trial signup to cutover was five weeks. The migration involved rebuilding the data model from scratch, migrating active contacts and companies, and replacing the integrations that had accumulated around Salesforce — a Go service rewrite to call Attio’s REST API directly instead of a WebToLead endpoint, Common Room signal routing, web form connections, and a collab repo creation workflow that dispatches a GitHub Actions run from an Attio record action and writes the repo URL back to the record when it finishes.

The heavy data work went to the agents. Sebastian, Replicated’s RevOps AI agent, handled the bulk migration: 15,000+ do-not-contact records, ownership reassignment across the account base, deal and company data reconciliation between Salesforce exports already in Snowflake and the new Attio records. Sandy collaborated on the contact data. Snowflake was the backstop — all Salesforce data already lived there via Fivetran, so the migration had a full historical record regardless of how the Attio import went.

The cutover happened on April 16. Salesforce notifications moved to a backup Slack channel; Attio moved to the main one. The first forecast call ran entirely from Attio five days later. The Salesforce contract lapsed April 28, along with Chorus and ZoomInfo. Net license savings: roughly $13,000/year.

The most interesting part wasn’t the technology. It was that a team of four — two AEs, one SE, one sales director — migrated off an enterprise CRM with no migration consultant, no weekend outage, and no data loss, because the agents absorbed the work that would otherwise have required a contractor or a very long weekend.

  • attio
  • salesforce
  • crm
  • revenue-ops
  • agentic-ai
  • go