Overview
Quotient is an AI-native platform and intelligent agent in one; built to plan and execute campaigns across email, social, blog, and events, without the fragmented tools you've outgrown.
At its core, Quotient is an AI demand marketing platform. It brings everything that attracts customers: blogs, social posts, email, webinars and events, and brand-building, into one integrated workspace powered by your AI model of choice (ChatGPT, Claude, Gemini).
You work with Quotient like a coworker. Describe what you want in plain English, and it takes it from there. The interface pairs a traditional app panel for managing campaigns, blogs, and emails with a conversational chat panel alongside it. Anything you can do in the app directly, you can also do by asking the Quotient agent.
Campaigns organize your marketing around a central goal, like a feature launch or event. Each is a coordinated set of tasks and deliverables moving through a clear workflow. Deliverables are the real assets Quotient creates and ships: blog posts, email broadcasts, marketing events, automated flows, and social posts for X, LinkedIn, Instagram, Facebook, and TikTok. Ask Quotient to build a campaign end to end: it writes the brief, breaks the work into tasks, sets the timeline, and produces each deliverable.
Quotient gets smarter over time, drawing on a Knowledge Store of brand information, recording memories of your preferences, and using tools to search the web and pull from your audience of people and companies.
And you're not limited to Quotient's own interface: with our MCP integration, you can use Quotient directly inside Claude Cowork. Planning campaigns, writing content, and managing your audience is now achievable without leaving your Claude interface.
The result is a single platform where strategy, content, and execution live together, replacing the patchwork of disconnected marketing tools with one AI that plans, writes, and ships.
How it works
Quotient can sync the following data from Attio, real-time and two-way (as desired, you can choose which objects to sync, the direction of the sync, and which fields to sync):
- Full people records - name, email, associated company, job title, relationship owner, location, social media profiles, lead scores, notes, and all custom Attio fields (e.g., custom user IDs). Direct Attio links are embedded in all People objects imported from Attio for easy navigation between platforms for a given record.
- People created in Quotient sync back to Attio real-time.
- Full company records - name, activity, associated deals, description, domain, industry, location, employees, estimated revenue, owner, notes, and all custom Attio fields (e.g., Pricing Plan name).
Within the tool, these fields can be utilized in order to run account-based marketing campaigns for specific industry / size / revenue companies, create segments of people for interest-based marketing campaigns, and more.
Configure
Step 1: Open Integrations
In Quotient, go to Integrations and find the Attio card. If CRM integrations are not included on your current plan, Quotient will prompt you to upgrade before you can connect.
Click Connect to start the OAuth flow.
Step 2: Authorize in Attio
Quotient redirects you to Attio's authorization page. Sign in if prompted, select the workspace you want to connect, and review the permissions Quotient is requesting. Click to grant access and return to Quotient.
Quotient requests read access to Attio records, object configuration, workspace members, and related metadata needed to import and keep your CRM data in sync.
Step 3: Confirm the connection
After authorization, you land on the Attio integration settings page. You should see:
- Status: Connected
- Last Updated timestamp for the integration
- Tabs for Person, Company, and Deal field mappings
- Sync Actions and Jobs tabs for monitoring and manual syncs
Quotient automatically creates default field mappings and starts the initial Attio import as soon as the connection succeeds. You do not need to toggle individual object types on; people, companies, deals, and workspace members are all included in the standard sync.