Attio Workflows / Integration
Similar to other CRMs
When Contract is signed push info to Attio -> Deal stage shifts
Choose Assignee from Contacts in Attio.
Set economic buyer to deal for the people record, that is with the mail address.
No overlay in attio, if documents are linked.
Super pain was to come over form old crm to attio -> Pandadoc still has zoho id, but these cannot be changed to attio deal ids to use it in the integration.
and further more.
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Gerd Egger
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