Attriqs CRM Integrations
Attriqs CRM integrations connect the tools your team already runs on, by category: email and calendar, scheduling, payments, accounting, and e-signature. Each connection flows both ways and acts on the record, so a booking logs an activity, a paid invoice marks the deal won, and a signed contract is stored on the deal. Your records and your revenue stay aligned without anyone copying data by hand.
Email, calendar, and scheduling that log themselves
Connect your Microsoft inbox and calendar and the email you send and receive logs itself on the matching contact, while your meetings appear on the activity timeline. Add Cal.com as your booking page and every booking creates the activity for you, so the full history sits on the record without anyone forwarding messages or typing meetings in by hand.
Payments and accounting that move with the deal
Send a checkout link straight from a deal with your payment provider, and when it clears the deal marks itself won and an activity is logged. Xero stays in step with the CRM both ways, so a contact created here flows to Xero, a closed deal can raise the matching invoice, and your sales and your books never drift apart.
E-signature on the record, with two-way sync throughout
Send a contract for signature from a deal, contact, or company, track each signer on the timeline, and have the signed PDF and completion certificate stored against the record. The thread through every connection is two-way sync that acts on the record, so bookings, payments, invoices, and signatures land in the right place once, keeping your records and your revenue together with no double entry.
Want the playbook on the concept itself? Read our guide to choosing a CRM.
Frequently asked questions
What does Attriqs CRM integrate with?
Attriqs CRM integrations cover five categories: email and calendar (Microsoft), scheduling (Cal.com), payments (your payment provider), accounting (Xero), and e-signature (built in). Each one writes back to the right contact and deal, and more connections arrive as we grow.
How does the Microsoft email and calendar connection work?
Connect your Microsoft inbox and calendar and Attriqs CRM logs the email you send and receive against the matching contact, and shows your meetings on the activity timeline. The whole team works from one record instead of forwarding messages into the CRM.
What does a Cal.com booking do in the CRM?
A Cal.com booking creates a meeting activity in Attriqs CRM, links it to the contact by email, and assigns it to the host. Reschedules, cancellations, and no-shows update the same activity, so the record reflects every meeting without anyone creating it by hand.
What happens when a payment is made?
When a customer pays a checkout link sent from a deal, Attriqs CRM marks the deal won, logs an activity, and can hand the closed deal to Xero to raise the invoice. The checkout link is saved on the deal too, so you always know what was sent.
How does the Xero accounting sync stay aligned?
The Xero sync runs both ways where it makes sense. Contacts created or updated in Attriqs CRM flow to Xero, a closed deal can become a Xero invoice, and changes on the accounting side are pulled back in on a schedule, so your pipeline and your books stay one version of the truth.
What does sending a contract for signature look like?
From a deal, contact, or company you pick a template or upload a PDF, choose signers and order, set the deadline and reminders, and send. Signing events appear on the record's timeline, the signed PDF and certificate are stored on it, and a completed signature can advance the deal or trigger invoicing.
Is Attriqs CRM available now?
Attriqs CRM is in early access. Get in touch and we will connect your tools, bring your existing data across, and show you around.
See it on your own data
Attriqs CRM is in early access. Request access or book a quick walkthrough, and MosAIc will help you get set up.