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The Hyperline-Attio integration provides a seamless connection between your Attio workspace and Hyperline. With this integration, you can access dedicated widgets and actions directly from your Attio record pages, allowing you to create and manage Hyperline quotes, subscriptions, and customers without leaving your CRM. These features embed the full Hyperline interface inside Attio, ensuring smooth and efficient flows.
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. This ensures you always have the most up-to-date information at your fingertips, allowing this data to be used 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. We recommend creating a dedicated Attio test workspace before going live, and using 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, the Hyperline app is automatically installed in your Attio workspace. You’ll then need to configure a Workspace Connection:
  1. In Attio, navigate 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, please 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. These actions allow you to:
  • create Hyperline quotes
  • create Hyperline subscriptions
  • manage the related Hyperline customer
Each action opens a dedicated Hyperline interface embedded directly within Attio, giving you access to the full Hyperline experience without leaving your CRM—and ensuring seamless interoperability between both systems.

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Widgets

In addition to record actions, the integration provides dedicated Hyperline widgets that can be embedded 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 will instead display the number of related items. Clicking it will open 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, 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

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). 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, the following lookup mechanism is applied:
  1. If it’s a deal record, use the associated company record for the lookup.
  2. If the company record is already linked to a Hyperline customer (via the Integrations section on the Hyperline customer page), that customer is used.
  3. If the company record has a value in the Hyperline customer ID custom field, we attempt to resolve the corresponding Hyperline customer.
  4. If the company record has a value in the Hyperline external ID custom field, we attempt to resolve the Hyperline customer whose ID or external ID matches that value.
If the Attio company and the Hyperline customer were not previously linked, Hyperline automatically creates the link, provided the integration settings allow it (customer sync enabled, sync direction including Attio → Hyperline, and the company flagged for sync). If a customer is found but the settings do not allow automatic linking, Hyperline will surface the suggested customer in Attio, along with an action to manually trigger the link. If no customer is found but the Allow creating new customer setting is enabled, the Attio user will be able to 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 and select which entities you want to synchronize in the Hyperline settings, Hyperline 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. An Attio company is imported and synchronized into Hyperline only when this checkbox is enabled; companies without it checked are ignored.

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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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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 you encounter any issues with the integration (missing data, failed entity synchronization, etc.), we recommend checking the Hyperline issues page for more details: Settings > Integrations > Attio > View issues.

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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

At any time, you can disconnect the integration by clicking the Disconnect button located in the top-right corner of the Attio integration settings page. Disconnecting the integration will stop all synchronization, but the custom objects, custom fields, and any previously pushed data in Attio will remain intact—they will not be deleted.