Integration with Attio centralizes relationship data such as customers, leads, and pipelines, enabling more accurate lead scoring and follow-ups. For example, you can utilize SQL and Python to automate the aggregation of contact engagement metrics, then visualize deal progress using MDX dashboards. Additionally, by analyzing email logs and supplemental contact details, teams gain deeper insights into customer needs, allowing for more efficient and targeted actions. With Morph, these data-driven processes become streamlined, accelerating decision-making across the entire organization.

Set up connection information

Please refer to the DB/SaaS Connection to register the integration.

Once the integration is created, you can retrieve an AccessToken using the integration name from get_auth_token. With this token, you can proceed with data processing using the API.

import pandas as pd

import morph
from morph import MorphGlobalContext
from morph_lib.api import get_auth_token

@morph.func
def get_attio_opportunities(context: MorphGlobalContext) -> pd.DataFrame:
    access_token = get_auth_token("salesforce-connection-name")

    # ↓↓↓ call API with access_token ↓↓↓

Links

• Attio API Docs