Agiled + Attio Integration

In Agiled, when you create a contact, it automatically creates a task in Attio for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

With this Attio and Agiled integration, it is easier than ever to create proposal. Now, when you create a proposal in Agiled, a corresponding task will be created in Attio.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!