Integration Guide

Connect your CRM and revenue stack so customer data, quotes, contracts, and billing metrics stay in sync without either system overwriting the other.

How Integration Works

Attio handles your CRM workflow: companies, people, deals, pipeline. MonetizeNow handles quoting, contracts, and revenue. Records link across both systems through ID-to-ID pairings, so each side always knows which record it's talking to.

Sync runs in one direction per data type. Customer data flows from Attio into MonetizeNow. Quote and Contract data flows from MonetizeNow back into Attio. Each system owns its data, and neither overwrites another.

CRM and billing need to stay separate in your revenue stack. When one overwrites another, you get duplicate records, phantom pipeline, and unreliable ARR. Clear ownership boundaries keep both systems trustworthy.

Attio Owns

Company and People profiles
Deal pipeline and stages
Rep workspace and CRM workflow
Customer data edits

MonetizeNow Owns

Quote generation and lifecycle
Contract creation and status
Revenue metrics (ARR, MRR)
Invoicing, billing, payments

Object Mapping

Every Attio record maps to a MonetizeNow record through a stored ID pair. Once linked, all sync decisions reference that pairing.

Attio

Company

→

MonetizeNow

Account

Attio

Person

→

MonetizeNow

Contact

Attio

Deal

→

MonetizeNow

Opportunity

MonetizeNow

Primary Quote + Contract

→

Attio

Deal (custom attributes)

Sync Direction

Six Things Worth Knowing

01 /

Only Primary Quote syncs

An Opportunity can have multiple Quotes, but only Primary Quote writes data to Attio Deal. Drafts, alternatives, and older versions get skipped.

02 /

Amendments and Renewals create separate Deals

Each amendment or renewal creates a new Attio Deal named "Amendment - [description]" or "Renewal - [description]", preserving original Deal history.

03 /

Deletions deactivate

Deleting an Attio Company or Person deactivates corresponding Account or Contact and unlinks association. Billing records stay intact for audit and contract integrity.

04 /

One Workspace per Tenant

Only one Attio Workspace connects per Tenant, preventing cross-tenant data contamination and duplicate sync flows.

05 /

Association-driven identity

Every sync starts with an association check. If one exists, data flows. If not, a new association is created or that record is skipped.

06 /

Selective updates

When Attio pushes an update, only mapped fields change. Billing-specific values like status, custom fields, and configuration stay untouched.