First DistroFirstDistro

Attio-integration

Integrate First Distro with Attio to sync predictive Customer Health Scores and Risk Levels directly into your CRM.

Overview

The Attio integration enables a one-way sync from First Distro to Attio. Whenever a customer account's health score changes or a risk is detected in First Distro, the latest data is automatically pushed to the corresponding Company record in Attio.

  • Sync Direction: First Distro → Attio
  • Trigger: Real-time (on score change or risk detection)
  • Matching Logic: Matches Attio Company by domain (e.g., example.com).

Features

  • Health Score Sync: Pushes the 0-100 score to a custom attribute.
  • Risk Level Sync: Pushes the status (Healthy, At-Risk, Critical) to a custom attribute.
  • Automatic Matching: Uses the customer's primary domain to find the right record in Attio.

Setup guide

Prerequisites

  • A First Distro account on a Pro plan.
  • An Attio workspace where you have admin permissions.

1. connect attio

  1. Log in to your First Distro dashboard.
  2. Navigate to Settings > Integrations.
  3. Locate the Attio card.
  4. Click Connect.
  5. You will be redirected to Attio to authorize the application.
  6. Click Allow to grant read/write access for Company records.
  7. You will be redirected back to First Distro with a "Connected" status.

Automatic Setup: First Distro automatically creates the required custom attributes (Health Score and Risk Level) in your Attio Companies object during connection. No manual configuration needed!

2. verify sync

Once connected, First Distro will automatically attempt to sync data for any active customer account that has a valid domain.

To verify:

  1. In First Distro, ensure you have customer accounts with data (check the Success Radar).
  2. In Attio, open a Company record that matches a domain in First Distro.
  3. Look for the Health Score and Risk Level attributes in the company details.

Troubleshooting

"authentication failed"

If you are redirected back with an error:

  • Ensure you approved the permissions in Attio.
  • Try disconnecting and reconnecting.

Data not syncing

  • Check Domain: Ensure the customer account in First Distro has a valid primary_domain or website property that matches the domain in Attio.
  • Check Logs: Contact support if you suspect a background job failure.

Privacy & permissions

First Distro requests the following scopes:

  • record:read: To find companies by domain.
  • record:write: To update health score attributes.
  • object_configuration:read: To discover available attributes.
  • object_configuration:write: To automatically create custom attributes during setup.

We do not read or store your email content or other sensitive CRM data.