Integration with Attio - Connecting Attio with ZEPIC

Prerequisite

Generate Attio API Keys - https://help.zepic.com/support/solutions/articles/51000515512-integration-with-attio-generating-api-keys

Follow the steps below to integrate Attio CRM with your ZEPIC account:

Step 1: Access Connectors

1. Log in to your ZEPIC account.
   
   

2. From the left navigation panel, click the Connector icon.
   
   

3. Click Create Source.
   
   

Step 2: Select the CRM Source

4. Click Catalog.
   
   

5. Navigate to the CRM category.
   
   

6. Select Attio CRM.
   
   

Step 3: Configure the Connection

7. Enter a Connector Name.
   
   

8. Click Connect.
   
   

9. In the Attio API Key field, enter your Attio API key.
   
   

10. Click Authorize.
    
    

Step 4: Select Data Model

11. Choose the People data model.
    
    

12. Select the required fields from the Attio People model.
    
    

13. Click Add.
    
    

14. Choose Anyone under Sample Data Selection.
    
    

15. Click Next.
    
    

Step 5: Data Mapping

16. In the Data Mapping tab, map the required fields.
    

    • ⚠️ Mandatory: Map Attio’s Record ID field.
      
      

17. Click Next.
    
    

Step 6: Complete the Setup

18. Click Connect to finalize the integration.

Next Step:

Configure Attio Outgoing Webhook in ZEPIC Flows  - https://help.zepic.com/support/solutions/articles/51000515834-configure-attio-outgoing-webhook-in-zepic-flows