CRM
Attio
Sync deal and customer records from Attio.
When a deal progresses in Attio, sales teams can instantly create customers in Sequence using accurate company data. With a single click, teams can launch Sequence’s quote builder directly from the Attio deal, maintaining context throughout the process.
Use the Attio integration to
- Create Sequence customers instantly from Attio companies
- Launch professional quotes directly from Attio deals
- Navigate seamlessly between systems with contextual backlinks
Push a customer into Sequence
Create a new quote
Configuration
- In Attio, go to to Workspace settings > Apps and install Sequence
- Generate a new API key in Sequence (Settings > API keys)
- Copy the base64 encoded token to your clipboard
- Level up your quoting and billing process
- Paste the token into the connection field in Attio