CRM
Attio
Bring in customer details and revenue data, connect them to features and deals
Setup
- Sign in to your Cardinal account and navigate to the Integrations page.
- Locate the Attio integration and tap Connect.
- Follow the Attio authentication screen and accept the permissions.
Cardinal will start bringing in all the companies, deals, and contacts as soon as the integration is connected and keep the information updated on recurring basis.
Features
- Attio companies can be used all over Cardinal when you add a feature request or feedback.
- Attio companies can be filtered, and queried on the Companies page.
Removal
- Navigate to the Integrations page.
- Locate the Attio integration and tap Disconnect