What Syncs Automatically
Every event the integration keeps in sync between Quo and Attio.
Once activated, the integration listens for activity on your Quo account and reflects it in Attio automatically. You don't need to refresh or import anything.
Finding or creating the right person
Every call, message, or contact update is matched to an Attio person by phone number. If no person exists for that number yet, one is created automatically. When Quo has a name or email for the contact, that's added too — calls and texts on their own only carry a phone number, so a person created purely from a call or text won't have a name until Quo provides one (for example, once that number is also saved as a Quo contact).
Calls
When a call finishes, the integration logs it as a note on the matching person, titled something like "Quo Call — incoming — completed — <call id>". The note includes:
- Who was on the call, when it started, when it was answered, and how long it lasted
- A summary of the call, once Quo finishes generating one
- A link to the recording, if there is one
- The full transcript, once Quo finishes processing it
Calls that didn't result in a conversation (busy, no answer, missed, failed, or canceled) are logged right away. Calls that connected are logged once Quo finishes processing the transcript — this can take a little while after the call ends, since Quo needs time to generate it. If Quo doesn't send that transcript within a few hours, the integration logs the call anyway with the summary and transcript marked "Pending" rather than leaving it unlogged.
Text messages
Both incoming and outgoing text messages are logged as a note on the matching person, titled "Quo Message — <direction> — <message id>", showing who it was from, who it was to, and the message body.
Contacts
- The first time you activate sync, every existing contact in your Quo account is synced into Attio as a person (see Getting Started).
- After that, whenever a contact is updated in Quo, the matching Attio person is kept in sync — name, phone number, and email are updated as they change in Quo.
- Contact syncing doesn't create a note — it only creates or updates the person record itself.
What doesn't sync automatically
- Historical calls and messages. Activating sync only starts logging new activity going forward — it doesn't backfill your past call and message history the way it does for contacts.
- Anything outside people and notes. This integration only ever touches people and notes — nothing is added to a list, deal, or any other object.
- Anything once your free plan limit is reached, until you upgrade — see Billing.