Stay on top of revenue goals with Attio + ZEPIC two-way data sync

Your CRM and marketing system, finally working as one

Modern marketing depends on context. Who the customer is, what they’ve done, and where they are in the sales pipeline.

But in most companies, that context lives inside the CRM while marketing runs somewhere else. Data drifts out of sync. Campaigns miss key signals. Sales and marketing operate on different timelines.

That changes today. We’re excited to introduce two-way data sync between ZEPIC and Attio.

Now your CRM and marketing system stay perfectly aligned in real time — so every pipeline update, customer signal, and lifecycle change can trigger the next best action automatically.

Your CRM updates marketing. Marketing updates your CRM.

Everything stays in sync.

When CRM signals trigger marketing automatically

Your CRM is full of signals. Deals move stages. Leads become qualified. Accounts turn into customers. With the new Attio integration, these signals can instantly trigger journeys inside ZEPIC.

For example:

• A deal moves to Qualified → Launch a personalized nurture journey.
• A company becomes a customer  → Trigger onboarding emails and WhatsApp messages.
• A lead gets tagged High Intent → Start a targeted campaign across channels.
• Instead of manually coordinating sales and marketing, ZEPIC turns CRM updates into automated marketing actions.

The moment something changes in Attio, the right journey begins.

Marketing activity now updates your CRM too

Two-way sync means the flow of data goes both directions. When customers interact with your campaigns, those signals update your CRM automatically.

For example:

• A customer replies “Interested” on WhatsApp → Contact stage updates in Attio.
• A lead books a demo from WhatsApp → Opportunity created in Attio.
• A previously active customer becomes inactive → Churn risk field updated in the CRM.

Marketing activity becomes visible directly inside the pipeline.

One customer profile across your entire revenue stack

When marketing and CRM systems are disconnected, teams end up working with incomplete data. Sales sees deals. Marketing sees campaign engagement. But neither sees the full picture.

With Attio two-way sync, ZEPIC continuously keeps customer data aligned across both systems. Contacts, companies, attributes, lifecycle stages, and custom fields stay synchronized automatically.

The result is a single, continuously updated customer profile powering every campaign, journey, and conversation.

Build audiences using real CRM context

Because Attio data syncs directly into ZEPIC’s customer data layer, marketers can build audiences using real CRM attributes.

Create segments like:

• Companies with open opportunities
• High-value accounts owned by specific sales reps
• Leads created this week
• Customers with active subscriptions

As CRM data changes, audiences update automatically.

Campaigns stay aligned with your pipeline without manual coordination.

Popular B2C use cases with Attio + ZEPIC

Brands are already using this integration to connect customer lifecycle signals with personalized marketing journeys.

Here are some of the most powerful use cases.

Welcome new customers instantly

The moment a new customer is created in Attio, ZEPIC can trigger onboarding journeys automatically.

Example:

New customer created in Attio
→ Welcome email sent
→ WhatsApp introduction message
→ Personalized product recommendations

Customers start their journey with your brand immediately.

VIP customer campaigns

Identify and engage your most valuable customers automatically.

Example:

Customer tagged VIP in Attio
→ Early access campaign launched
→ Exclusive offers sent via email and WhatsApp
→ Loyalty program journey triggered

Your best customers get premium experiences automatically.

Win back inactive customers

Detect churn signals and launch retention journeys automatically.

Example:

Customer marked Inactive in Attio
→ Win-back campaign triggered
→ Personalized offer sent
→ Reminder message delivered through WhatsApp

Brands reconnect with customers before they disappear.

Subscription and lifecycle campaigns

Lifecycle events can trigger highly targeted customer engagement.

Example:

Subscription renewal approaching
→ Reminder email sent
→ Upgrade offer triggered
→ WhatsApp notification delivered

Customers receive the right message at the right moment.

The Attio two-way sync integration is now available for ZEPIC customers.

Connect your CRM in minutes and start triggering journeys from pipeline updates, lifecycle changes, and customer engagement signals.

Book a demo.