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CRM integration

Attio commission workflow

Bring Attio deal records and workspace members into commission calculations with visible ownership matching and full-sync behavior.

What the connection does

Connect Attio

Authorize an Attio workspace and map its deal records into the commission workflow.

Match workspace members

Use Attio workspace-member data to associate source ownership with commission participants.

Use correctness-first sync

Attio syncs use a full refresh because its records API does not provide a reliable modified-since filter.

Plan and tier notes

  • Free includes one CRM connection with on-demand sync.
  • Starter includes all CRM connections and automatic scheduled sync.
  • Source records, owner matching, sync history, and calculation results remain reviewable in Quota Queue.