Attio Integration Guide

Before you start

An Attio account with permission to authorize app access to the workspace and deal/company records you want to analyze.
A Data Weaver workspace and selected client where you have permission to manage sources. Keep the Attio workspace and client context aligned.

Select the client in Data Weaver, open Sources and choose the Attio connection.
You will be taken to Attio to sign in, choose the relevant workspace and review the requested read access before authorizing Data Weaver.
After authorization, review the discovered objects and lists, explicitly select datasets, and configure the company and deal field mappings for that client. Selecting none syncs none.
Save setup, run Sync and check record coverage before asking read-only questions about authorized companies and the pipeline.

Authorization is used to read authorized workspace metadata, objects, lists, attributes and records. Review the permissions shown by Attio before approving access.
The integration is read-only: it analyzes authorized CRM evidence rather than creating records, editing deals, changing stages or sending outreach. Provider approval and your workspace grant must be present.

Selected company and deal objects or list entries become scoped current-state CRM evidence, using reviewed mappings for names, stages, outcomes, values, currencies and lead types.
Only accessible selected datasets are retrieved. Unmapped or missing fields remain unavailable rather than being guessed; company visibility does not require a separate contact import.

Manual Sync and scheduled refresh retrieve selected CRM datasets in bounded pages. Large datasets can take multiple runs; inspect refresh progress and timestamps.
Check the evidence timestamp and record coverage when comparing pipeline changes; do not infer earlier pipeline states from current records alone.

CRM editing, outreach and record creation are outside this read-only workflow. CRM evidence is available in Ask, not marketing presentations.
Analysis depends on accessible records, reviewed mappings and data quality. Current deal values and stages do not establish a complete history of pipeline changes.

During authorization, check that you are signed into the intended Attio account and have permission to authorize the relevant workspace.
If expected companies or deals are missing from the intended analysis, check workspace choice, record access and the client context. Contact support for connection help; do not send credentials through chat or support messages.

Remove the Attio connection from Data Weaver Sources to stop further reads and initiate remote connection cleanup.
Manage or revoke the app's grant separately in Attio's app or workspace settings. Provider-side grant removal and deletion of retained Data Weaver answers are separate actions; use Data deletion for retained application data.

You stay in control of what you connect. Review how we handle information, request deletion, or contact us.