Attio is a flexible CRM built around your own objects and attributes. Connecting your workspace lets Quill’s agents check companies, people and deals for problems and fill in what’s missing, working with your data model as it is.
Before you start#
- You need to be a Quill admin. The Attio connection is shared with everyone in your Quill organization.
- You need access to the Attio workspace you want to connect.
Connect Attio#
- In Quill, click Connections in the sidebar.
- On the Integrations tab, click Attio.
- Enter a name for the connection, such as the workspace’s name, then click Connect.
- Sign in to Attio and approve the access Quill asks for.
- Back in Quill, Attio shows on the Connected tab, and Quill starts analyzing your data after the first sync.
What Quill reads and changes#
Quill reads your Attio records, such as companies, people and deals, and updates them to keep your CRM data accurate.
Disconnect Attio#
In Quill, go to Connections, open the Connected tab, click the ⋯ (three dots) menu next to Attio and choose Disconnect. Quill’s agents stop reading and updating Attio.
Questions#
Questions about connecting Attio? Email support@tryquill.com. For how we protect your data, see our Security and Privacy pages.
