Attio-integration

Integrate First Distro with Attio to sync predictive Customer Health Scores and Risk Levels directly into your CRM, and enrich your health scoring with CRM data.

Overview

The Attio integration enables bidirectional sync between First Distro and Attio:

• Push to Attio: Health scores, risk levels, and trends are automatically synced to Company records
• Pull from Attio: Companies and contacts are imported to enhance health scoring with CRM signals
• Task Creation: Create follow-up tasks in Attio directly from Customer Insights recommendations

Sync Details:

• Matching Logic: Matches Attio Company by domain (e.g., example.com)
• Sync Frequency: Hourly batch sync + manual sync on-demand
• Health Score Push: Real-time on score change or risk detection

Features

Data push (first distro → attio)

• Health Score: Pushes the 0-100 score to a custom attribute
• Risk Level: Pushes the status (Healthy, At-Risk, Critical) to a custom attribute
• Health Trend: Shows if the score is improving, declining, or steady
• Primary Risk: Displays the main risk factor when detected
• Last Synced: Timestamp of the most recent sync

Data pull (attio → first distro)

• Companies: Imports company records with name, domain, and metadata
• Contacts: Imports contact records linked to companies
• Meeting Activity: Tracks recent meeting dates for relationship health scoring

Task creation

• Recommendations to Tasks: Convert Customer Insights recommendations into Attio tasks
• Auto-linking: Tasks are automatically linked to the relevant Company record
• Assignment: Tasks can be assigned to workspace members

Automatic matching

• Uses the customer's primary domain to find the right record in Attio
• Creates company records in Attio if they don't exist

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 in your Attio Companies object during connection:

• Health Score (number, 0-100)
• Risk Level (select: Healthy, At-Risk, Critical)
• Trend (text: improving, declining, steady)
• Primary Risk (text)
• Last Synced (timestamp)

No manual configuration needed!

2. verify sync

Once connected, First Distro will automatically import your Attio companies and contacts, then sync health scores back.

Check Sync Status:

1. Go to Settings > Integrations and find the Attio card
2. You'll see:
   • Companies: Number of companies imported from Attio
   • Contacts: Number of contacts imported from Attio
   • Matched: Number of accounts matched between First Distro and Attio
   • Last Sync: When the most recent sync occurred

Trigger Manual Sync:

• Click the Sync Now button to run an immediate sync

Verify in Attio:

1. In Attio, open a Company record that matches a domain in First Distro
2. Look for the Health Score, Risk Level, Trend, and Last Synced attributes

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:

Core Permissions:

• record:read / record:write: To read and write Company and Contact records
• object_configuration:read / object_configuration:write: To discover and create custom attributes
• task:read / task:write: To create and manage tasks from recommendations

Activity Permissions (Read-only):

• note:read: To read notes for activity tracking
• comment:read: To read comments for engagement tracking
• meeting:read: To track meeting dates for relationship health scoring

We do not read or store your email content or other sensitive CRM data. Activity data is used only for health score calculations and is not stored separately.