Attio
Attio is a modern CRM for contacts, companies, deals, and pipeline activity.
Syncing
Accrue reads companies, people, deals and list entries from Attio, so pipeline questions are answered from the same records your sales team works in.
Permissions
We read records, lists and deal stages. We write notes and attribute updates back to Attio. Writing is off until you turn it on, and each change is approved by a person first.
Setup
Sign in to Attio, choose the workspaces and lists to include, and let the first sync run in the background. It usually takes a few minutes.
Disconnecting
Disconnect at any time from settings. Anything Accrue has already written stays where it is, and nothing further is read.