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Attio integration

Connect Attio to Turnstile to sync companies, deals, and contacts across your quote-to-cash workflow

Connecting Attio to Turnstile brings your CRM data directly into the quoting workflow. You can pull Attio companies, deals, and contacts into quotes without switching between tools, automatically create a deal when one doesn't exist, and keep your CRM up to date automatically when quotes are finalized.

Set up the Attio integration

Important: Deals must be enabled in your Attio account to integrate it with Turnstile.

Step 1: Navigate to Settings

  1. In Turnstile, go to Settings > Integrations.

  2. Select Attio as the CRM integration option.

  3. A field will appear prompting you to enter your Attio token. Click the collapsible Help section to see instructions on where to obtain your Attio token.

Step 2: Retrieve your Attio token

  1. In a separate browser window, sign in to your Attio account.

  2. Navigate to Account Settings > Developers.

  3. Click Create a New Integration.

  4. Name the integration (e.g., “Turnstile Attio Integration”).

Step 3: Configure permissions

Attio requires specific permissions (scopes) to allow data access. Configure the integration with the following access settings:

  • Read Users

  • Read & Write Public Collections

  • Read & Write Records

  • Read & Write Object Configuration

  • Read & Write List Entries

  • Read List Configuration

All other permissions can be disabled.

These settings allow Turnstile to:

  • Retrieve a list of all companies in Attio.

  • Access contacts and deals associated with those companies.

  • Sync quote and subscription data between Attio and Turnstile.

A reference screenshot of the correct scope settings is provided on the onboarding page.

Step 3: Enter the Attio token in Turnstile

  1. After configuring permissions, go to the Access Token section in Attio.

  2. Click Copy to copy the token.

  3. Paste the token into the Attio Token field in Turnstile.

Step 4: Configure a write-back

Turnstile will sync deal updates based on this field when a quote converts into a subscription. If you use custom names to represent a “won” deal, check the box for Use custom closed-won field name and enter the custom name.

Step 5: Finalize and verify the connection

Click Connect to Attio to complete the integration.

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