Connect your Attio workspace to Quotient and run your first sync

Connecting Attio to Quotient takes a few minutes. You need an Attio workspace you can authorize apps for, and a Quotient plan that includes CRM integrations (Pro and above).

Prerequisites

Before you start, make sure you have:

• An Attio workspace with permission to install or authorize third-party apps
• A Quotient business on a plan with CRM integrations enabled
• Data in Attio (people, companies, or deals) if you want to verify the sync immediately after connecting

Connect Your Attio Workspace

Step 1: Open Integrations

In Quotient, go to Integrations and find the Attio card. If CRM integrations are not included on your current plan, Quotient will prompt you to upgrade before you can connect.

Click Connect to start the OAuth flow.

Step 2: Authorize in Attio

Quotient redirects you to Attio's authorization page. Sign in if prompted, select the workspace you want to connect, and review the permissions Quotient is requesting. Click to grant access and return to Quotient.

Quotient requests read access to Attio records, object configuration, workspace members, and related metadata needed to import and keep your CRM data in sync.

Step 3: Confirm the connection

After authorization, you land on the Attio integration settings page. You should see:

• Status: Connected
• Last Updated timestamp for the integration
• Tabs for Person, Company, and Deal field mappings
• Sync Actions and Jobs tabs for monitoring and manual syncs

Quotient automatically creates default field mappings and starts the initial Attio import as soon as the connection succeeds. You do not need to toggle individual object types on: people, companies, deals, and workspace members are all included in the standard sync.

What Happens During the First Sync

The initial import runs as a background job. Quotient:

1. Registers webhooks so future Attio changes stream into Quotient
2. Syncs workspace members (for ownership mapping)
3. Syncs companies
4. Syncs people and deals, linking them to the companies already in Quotient

Open the Jobs tab on the Attio integration page to watch progress. Large workspaces can take a while depending on record volume; you can keep using Quotient while the import runs.

Ongoing Sync

Once connected, Quotient keeps Attio data current in two ways:

Daily automatic sync: Every night at midnight, Quotient re-runs a full Attio import for your workspace.

Webhooks: When someone creates or updates a person, company, or deal in Attio, Quotient processes that change without waiting for the nightly job.

Manual sync

If you need a fresh import immediately (for example, after a bulk update in Attio), use the Sync Data button on the Attio integration settings page. This re-runs the full ETL and may overwrite Quotient records with the latest Attio values.

For a lighter-touch refresh, open the Sync Actions tab and re-trigger only the job you need (users, people, companies, or deals).

Verify Your Setup

After the initial sync completes:

1. Open People and confirm Attio-sourced records appear with the expected email addresses and company links.
2. Check Companies and deals if you sync pipeline data.
3. Review default field mappings on the Person, Company, and Deal tabs in integration settings.

Make a small edit to a test person in Attio and confirm the change appears in Quotient (via webhook or after the next daily sync).

Common Setup Issues

Connection failed or redirect error

• Confirm you selected the correct Attio workspace during authorization.
• Disable popup blockers for the OAuth window.
• Try connecting again from Integrations.

No data after connecting

• Check the Jobs tab for failed or in-progress sync jobs.
• Confirm the connected Attio workspace actually contains people, companies, or deals.
• Trigger Sync Data manually if the initial job did not start.

Missing fields on imported records

• Review field mappings: only mapped Attio attributes sync beyond the built-in fields (email, IDs, associations, and similar core data).
• Add a custom mapping for any Attio attribute you need in segments or email personalization.

Next Steps

1. Configure Field Mappings: Map Attio attributes to Quotient fields and set sync direction.
2. Build segments from synced CRM data.
3. Create a Flow with a Send to CRM step to push Quotient updates back to Attio.

Need help? Ask Quotient for assistance with your Attio connection.