Client records
Guile and Attio
Deals, and the notes and comments on your companies, people and deals, read-only.
What Guile reads from Attio
Guile reads your deals, notes and comments, and the names of your companies, people and teammates. Attio's sign-in can also change your data. Guile only reads, unless an admin turns on changes in connected apps (each one waits for your Confirm).
How to connect Attio
- In Guile, open Apps > Add an app and choose Connect on Attio.
- In the secure sign-in window, continue to Attio and sign in. Attio's page names Guile's sign-in partner, not Guile; that is expected.
- If you belong to several workspaces, pick your company's workspace.
- Review what Attio lists and choose Allow.
If something doesn't work
- Attio says you need an admin: ask an Attio admin to connect.
- Guile shows no deals: your workspace may not use Attio's Deals object. An Attio admin can turn it on in Attio's object settings. Reading a pipeline you keep as a list comes later.
- You connected the wrong workspace: choose Disconnect on Attio in Guile, connect again and pick the right one.
Still stuck? Write to hello@goguile.com.