Integration with Attio

Attio is a next-generation, fully customisable CRM built for modern go-to-market teams, combining flexible data models, real-time collaboration, and powerful automations to manage relationships and revenue pipelines at scale.

In this article, you will learn how to connect your Attio account to ZEPIC, enabling seamless integration and synchronisation  of data for better customer engagement.

Create API Key in Attio

1. In your Attio workspace, Go to Settings and search for "Developers" under "Workspace" settings in the left pane.
   
2. Click "+ New access token"
3. Name the access token as you wish but avoid ambiguity if you can have multiple keys. You can name it as "API Key for ZEPIC Integration" to avoid any confusion
4. Give "Read-write" permissions for the following actions - Records. ObjectConfiguration, Webhooks.
   
5. Click "Save Changes"
6. Copy the newly generated API Key and keep it handy for the subsequent actions

Integrate with ZEPIC

1. Navigate to Connectors page in ZEPIC and click on the Catalog tab. Select Attio CRM.
2. Name your Attio connector and click "Connect"
3. Paste the copied Attio API Key and click "Authorize"
4. Once authorized, click "Next"
5. You can pick any Attio Model, choose fields and start mapping Attio's fields with ZEPIC's fields.
   
6. You can click on "Connect" to make the integration Live in ZEPIC