Overview
Send Veck projects to Attio as deals in one click. A project card becomes a deal in your Attio pipeline with fields filled in: deal name, stage (set in Connectors), owner, related company, and people.
What gets created:
- A deal with the chosen stage
- A related company (project data)
- Related people (from the card, in your Attio people pipeline)
- Deal owner
- Dates and description
Sync is one-way: after creation, manage the deal in Attio. Connect via OAuth 2.0 in about 30 seconds.
How it works
- CONNECT
Profile → Connectors → Connect Attio → Choose list (and optional people/company lists)
CONFIGURE
In Profile → Connectors, open Attio settings and set: default Deal list, Deal stage, Deal owner; optionally set People and Company lists and stages
SEND
On a project card, click “Send to Attio”
DEAL CREATED WITH
- Deal name (from project name)
- Deal stage (from Veck Connectors settings)
- Deal owner (from Veck Connectors settings)
- Associated company (project data)
- Associated people (from the card, in your Attio people list)
- Dates and description
Deal is created in Attio. One-way sync: manage the deal in Attio; no sync back to Veck.
Configure
REQUIREMENTS
Veck and Attio accounts (any plan)
SETUP
Profile → Connectors → Connect Attio Select Attio list (and optionally people/company lists) Set default Deal stage and Deal owner Done
USAGE
Project card → “Send to Atto” → Deal created with your Connectors settings DEAL FIELDS POPULATED
- Deal name ← Project name
- Deal stage ← Set in Veck Connectors
- Deal owner ← Set in Veck Connectors
- Associated company ← Project data
- Associated people ← People from the card (in your Attio people list)
- Dates, description
One-way send only.
SUPPORT