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The Hyperline-Attio integration connects your Attio workspace with Hyperline. With this integration, you can access dedicated widgets and actions directly from your Attio record pages to create and manage Hyperline quotes, subscriptions, and customers without leaving your CRM. These features embed the full Hyperline interface inside Attio.
In addition, the integration enables optional and automatic data synchronization between Hyperline entities (such as quotes, subscriptions, and invoice details) and Attio’s custom objects. You always have up-to-date information, and you can use this data for internal automations, workflows, and reporting within Attio.

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Prerequisites

You must have a valid Attio account with admin rights as well as access to the settings of your Hyperline account. Create a dedicated Attio test workspace before going live, and use the test mode of your Hyperline account during setup and experimentation.

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Embedded Hyperline UIs in Attio

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Installation

Upon connecting your Attio account to Hyperline, Hyperline automatically installs the Hyperline app in your Attio workspace. Then configure a Workspace Connection:
  1. In Attio, go to Workspace settings > Apps > Hyperline > Workspace Connection > Connect.
  2. Enter an API key created in your Hyperline settings with read access.

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Sandbox

To use the Hyperline Attio app with your Hyperline sandbox (test mode) account, go to Workspace settings > Apps > Hyperline > Settings in Attio, and select Sandbox as the environment.
In this case, use an API key created in your Hyperline sandbox account for the Attio app Workspace Connection.

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Record actions

Once the integration is set up, new Hyperline actions become available directly from your Attio company and deal records. You can:
  • Create Hyperline quotes.
  • Create Hyperline subscriptions.
  • Manage the related Hyperline customer.
Each action opens a dedicated Hyperline interface embedded directly within Attio. You get the full Hyperline experience without leaving your CRM.

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Widgets

In addition to record actions, the integration provides dedicated Hyperline widgets that you can embed directly into your Attio company and deal record pages.

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Billing widgets

  • Subscription widget: Displays a preview of the customer’s active subscription along with its associated ARR. Clicking the widget opens the corresponding Hyperline subscription page.
  • Quote widget: Displays a preview of the currently open quote and its associated value. Clicking the widget opens the corresponding Hyperline quote page.
If multiple subscriptions or quotes are linked to the Attio record, the widget instead displays the number of related items. Clicking it opens a list of all associated subscriptions or quotes.
Settings
You can configure billing widgets and record actions from Settings > Integrations > Attio.
Allow creating new customer
When enabled, you can create a Hyperline customer when you trigger a billing action from an Attio company or deal that is not yet linked to one. You can then continue with the action. When disabled, actions are blocked until a matching Hyperline customer exists and is linked to the Attio record.

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Customer intelligence widget

Add the Customer intelligence widget to an Attio company or deal record page to review the linked Hyperline customer’s latest monitoring result without leaving your CRM. When available, the widget displays:
  • The customer’s health score out of 100.
  • A health badge: Healthy, Needs attention, At risk, or Critical.
  • A summary of the customer monitoring analysis.
Click the widget to open the detailed monitoring result in an embedded Hyperline view. If no result is available, clicking it opens the Hyperline customer page instead. When no score is available, the widget shows the monitoring or analysis status, or No monitoring run yet.
Monitoring requires the Customer Intelligence paid add-on and a customer monitoring agent. The CRM record must be linked to a Hyperline customer using the reconciliation rules below, and your Hyperline role must allow you to view customers. If the widget shows No linked customer, use Link customer when available to associate the record with a Hyperline customer.

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User access

You control how Attio users get access to Hyperline with the Automatically register users toggle in the User access section of Settings > Integrations > Attio.
  • Enabled: Attio users do not need an existing Hyperline account. When a user triggers a Hyperline action for the first time, Hyperline automatically creates a corresponding Hyperline user with their Attio email address. Hyperline assigns this user to your default Hyperline role (the ‘Account manager’ role if not changed).
  • Disabled: Hyperline does not create users from Attio activity. Only Attio users who are already members of your Hyperline workspace can access Hyperline interfaces in Attio. Invite users before they use the integration.
If email matching domains are configured for your account, the User access section lists them. Hyperline matches an Attio user to an existing Hyperline user with the same email name (the part before the @) on any of these domains. For example, with acme.com and acme.io configured, jane@acme.io in Attio matches the existing Hyperline user jane@acme.com. These domains are read-only in the settings. Contact support to change them. When Hyperline interfaces open inside Attio, Hyperline applies the user’s Hyperline role to ensure the correct view and edit permissions. You manage these permissions directly in Hyperline under Settings > Team.

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Data reconciliation

When retrieving Hyperline customer data from an Attio company or deal record, Hyperline applies the following lookup mechanism:
  1. If it’s a deal record, Hyperline uses the associated company record for the lookup.
  2. If the company record is already linked to a Hyperline customer through the Integrations section of the customer page, Hyperline uses that customer.
  3. If the company record has a value in the Hyperline customer ID custom field, Hyperline looks for the corresponding customer.
  4. If the company record has a value in the Hyperline external ID custom field, Hyperline looks for a customer whose ID or external ID matches that value. Hyperline also matches a customer whose linked Stripe customer ID matches that value (for example, a customer imported from Stripe).
If the Attio company and the Hyperline customer were not previously linked, Hyperline automatically creates the link. This requires the integration settings to allow it: customer sync enabled, sync direction including Attio → Hyperline, and the company flagged for sync. If Hyperline finds a customer but the settings do not allow automatic linking, Hyperline surfaces the suggested customer in Attio, along with an action to manually trigger the link. If Hyperline finds no customer but the Allow creating new customer setting is enabled, the Attio user can create a new related Hyperline customer and proceed with the desired action.

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Data synchronization

In addition to the fully built-in embedded UIs, the integration can also synchronize data from Hyperline to Attio custom objects. This synchronization is optional, and you can configure it afterward.
When you connect your Attio workspace, you select which entities to synchronize in the Hyperline settings. Hyperline then automatically creates the required custom objects and their associated fields in Attio if they do not already exist. It also sets up the synchronization mechanisms.
Deleting or manually modifying Hyperline custom objects and custom fields in Attio may break the integration and lead to unexpected behavior.
Changing the data you select to synchronize requires reconfiguring the integration. This process may take a few minutes to complete.

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Customers sync

When enabled, Hyperline customers are synchronized with Attio companies. You can select the synchronization direction (one-way or bidirectional). During the integration setup, Hyperline creates a (Hyperline) Synchronize checkbox custom field (hyperline_sync slug) on the Company object. Hyperline imports and synchronizes an Attio company only when this checkbox is enabled. Hyperline ignores companies without it checked.

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Customer custom properties

Customer custom properties use different paths for inbound and outbound synchronization:
  • From Attio company attributes to Hyperline: Create an attribute on the Attio Company object whose slug exactly matches the Hyperline custom property slug. When you synchronize customers from Attio, Hyperline imports this value into the matching existing customer custom property. Changes in Hyperline do not update this Attio attribute.
  • From Hyperline to custom property value records: Enable Custom property values in the integration settings. Hyperline creates one record for each value in its dedicated custom property value object and links customer values to the related Attio company. This option also keeps each property’s name, type, and value available as separate attributes.

Example 💡

If a Hyperline customer custom property uses the customer_tier slug, create an Attio company attribute with the customer_tier slug. Set its value in Attio to import it into Hyperline when the customer syncs.
The matching Attio company attribute must already exist, and the integration must be able to read it. Hyperline does not create it automatically. When you use the custom object option, Hyperline creates the required object and attributes during integration setup.

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Mapping

Below are the object mappings between Hyperline entities and Attio custom objects.
Object and field mappings between Hyperline entities and Attio custom objects

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Turn customer fields on or off

You can select which default customer fields Hyperline syncs. To stop syncing specific fields, for example if you manage the currency or billing address only in Attio, configure the customer field mappings.
  1. In the Attio integration settings, go to the customer synchronization section.
  2. Click Configure field mappings.
  3. In the Customer field mappings modal, use the toggle next to each field to turn its sync on or off. Each field shows its fixed Attio destination (company attribute) below its name.
  4. Click Save changes.
Changes apply in the sync direction you configured. Disabled fields keep their existing values. Click Cancel to close the modal without saving.
You can’t turn off fields that Hyperline needs to identify and link customers. Their toggles are locked. Creating new customers may still require some fields to be synced.

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Manually trigger a sync

You can also manually trigger customer data synchronization from the Hyperline customer page. In the Integrations dropdown, click Sync with Attio to push (or pull, depending on the sync direction) the customer’s data and send all associated quotes, subscriptions, and invoices to Attio.

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Troubleshooting

If data is missing or synchronization fails, open Settings > Integrations > Attio > View issues in Hyperline for details.

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Common issues

Embedded Hyperline views don’t load, or an action loads forever This happens when your browser blocks third-party cookies, which Hyperline needs to authenticate the embedded view inside your CRM. Allow third-party cookies for [*.]hyperline.co, then reload the page:
Browsers block links to settings pages, so the addresses below aren’t clickable. Copy the address and paste it into a new browser tab.
  • Chrome / Arc: open chrome://settings/cookies, then under “Sites allowed to use third-party cookies” add [*.]hyperline.co (or select “Allow all cookies”). See Google’s guide.
  • Edge: open edge://settings/content/cookies and add [*.]hyperline.co under “Allow”. See Microsoft’s guide.
  • Safari: open Settings > Privacy and uncheck “Prevent cross-site tracking”. See Apple’s guide.
  • Firefox: click the shield icon in the address bar and turn off “Enhanced Tracking Protection” for this site, or add an exception under Settings > Privacy & Security. See Mozilla’s guide.
Also disable any browser extension that blocks cookies or trackers for this site.

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Disconnect

You can disconnect the integration at any time by clicking Disconnect in the top-right corner of the Attio integration settings page. Disconnecting the integration stops all synchronization. The custom objects, custom fields, and any previously pushed data in Attio remain intact. Hyperline does not delete them.