Attio

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Overview

The Attio integration brings your CRM and phone system together so your team always has the most up-to-date customer context. Once connected, Quo will automatically sync your Attio contacts into Quo and log all calls, texts, voicemails, recordings, and AI-powered call summaries back to the correct Attio Person. This allows sales, success, and support teams to work directly from Attio with complete communication history without manual updates, or switching tools.

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How the integration works

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Contact syncing

Quo automatically imports and displays contact information from Attio when a call or text matches an existing Attio Person’s phone number. The integration focuses on displaying Attio contact information during active conversations rather than syncing entire contact databases. Contact must exist in Attio for syncing to work. For Quo to sync and display Attio contact information, the person you’re communicating with must already exist as a Person in Attio with their phone number on file. If a call or text comes in from a number that doesn’t match any existing Attio contact, the integration won’t be able to pull or display that contact’s information. Imported fields:

• First name
• Last name
• Phone
• Email address
• Link to Quo record

If available:

• Job title
• Company

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Bi-directional contact sync

You can update synced contact fields directly in Quo and have those changes automatically reflected in Attio. This means you no longer need to switch over to Attio to keep contact details current. Any edits you make to the existing synced properties in Quo will be pushed back to Attio automatically.

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Limitations of contact syncing with Attio

• Contact matching is phone-number based: Quo displays Attio contact details only when the incoming/outgoing phone number matches a Person’s number in Attio.
• Bi-directional sync applies to synced properties only: Fields outside of the existing synced properties between Quo and Attio are not included.
• Contacts created in Quo do not automatically create new Persons in Attio at this time.

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Quo activity syncing

Quo can automatically log communication activity to the correct Attio Person, giving your team a unified timeline of every customer interaction. These include all of the following:

• Incoming calls
• Outgoing calls
• Call recordings
• Call summaries and next steps
• Voicemail
• SMS messages

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Number-level control

You can choose which Quo phone numbers sync activity to Attio, giving teams flexibility in managing what data flows to the CRM.

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Click-to-call from Attio

The Call in Quo button appears on Person records in Attio. Clicking it opens the Quo desktop app with the contact’s phone number ready to dial. How to place a call from a Person record:

1. In Attio, open the Person record you want to call
2. Click Call in Quo
3. In the Quo desktop app, click Call to connect

Requirements:

• The Quo desktop app must be installed on your computer
• Quo must be set as your default calling app

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Who can access and set up the integration?

All customers on the Quo Scale and Business plans have access to the integration. Only an Quo workspace Owner or Admin can set up the integration. From Attio, you can access this integration with any Attio plan.

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How to set up the Attio integration

1. If you are an Quo workspace Owner or Admin, go to the Quo web or desktop app.
2. In your workspace settings, select Integrations.
3. Select Attio and click the Connect to Attio button. Attio will ask you to confirm the Attio account you want to connect to Quo.
   

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How to disconnect the Attio integration

If you wish to uninstall your Attio integration, there are two ways to do so:

• In your Quo workspace, navigate to Settings → Integration → Attio. From there, click Disconnect.
• In Attio, to deactivate the Quo app navigate to your Apps and integrations and uninstall.

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Need Support?

Submit a support request at support.quo.com for help with the Attio integration setup.