Unlocking Efficient RevOps with Maple and Attio

Why Maple and Attio?

Attio is a modern CRM designed for flexibility, providing real-time data synchronization and collaborative workflows. It empowers teams to build and customize their deal-tracking process without the rigid structures of traditional CRMs.

Maple, on the other hand, is a powerful revenue automation platform that streamlines contract creation, approval workflows and downstream billing without taking percentages of your growth like other integrations with Stripe.

By integrating with Attio, Maple enhances RevOps capabilities by automating key processes such as pricing approvals, contract generation, and quota tracking.

Addressing the CPQ Challenge

Many organizations struggle with Configure, Price, Quote (CPQ) processes, which often involve cumbersome spreadsheets, disconnected approval workflows, and manual data entry errors. These inefficiencies lead to delayed deals, inconsistent pricing, and frustrated sales teams.

The integration of Maple with Attio directly counters these pain points by automating pricing and approval workflows, ensuring real-time data synchronization, and streamlining contract and quote generation. By removing reliance on outdated CPQ tools, this integration enables a more efficient and error-free sales process.

Real-World Use Cases

One of the biggest advantages of integrating Maple with Attio is the automation of deal desk workflows. Instead of manual approval chains delaying deal closures, Maple ensures that pricing, discounts, and legal approvals move swiftly through the pipeline. With Attio’s dynamic CRM, deal data remains up to date, reducing the risk of outdated information leading to misquotes or contract errors.

Faster Contract Generation and Execution

Rather than wasting time on manual contract generation, sales teams can leverage the integration to pull customer details from Attio and auto-populate contract templates in Maple. When an opportunity reaches a specific stage in Attio, Maple can generate a personalized proposal, attach relevant documentation, and send it for review. This eliminates redundant data entry and speeds up the entire contract execution process.

Eliminating CPQ Bottlenecks

Traditional CPQ processes involve lengthy back-and-forth communications between sales, finance, and legal teams, leading to inefficiencies and potential deal losses. With Maple and Attio, pricing rules and discount approvals are applied automatically based on predefined logic. Quotes and contracts are generated in minutes instead of days, with real-time updates ensuring that discrepancies and manual corrections are minimized.

Sales Approval Automation

A sales team using Attio to manage deal flow and pipelines benefits from the Maple integration by automatically triggering an approval workflow for high-value deals. If a deal exceeds a certain threshold, Maple ensures that finance and legal teams review and approve it before progressing, reducing delays and ensuring compliance. Once approved, Maple updates Attio and notifies stakeholders, keeping all teams aligned.

Quota and Compensation Management

By automating quota tracking and commission calculations based on deal progression, the integration ensures transparency in compensation structures while reducing administrative overhead. At the same time, predefined logic and approval sequences reduce human errors and ensure compliance with both internal policies and external regulations.

Getting Started with Maple and Attio

The integration between Maple and Attio is designed to be seamless. By leveraging native connectors, RevOps teams can define key deal desk workflows, sync real-time deal data, and create rule-based automation for approvals, pricing, and contract execution. With configurable field and action mapping, teams ensure that critical customer and deal data flows accurately between both platforms.

Learn more about how you can transform your RevOps process with Maple and Attio.