Attio integration

Connect Attio to sync FirstDistro health scores and risk levels into your CRM, and pull CRM signals into scoring.

Overview

The Attio integration is bidirectional:

• Push to Attio: Health scores, risk levels, and trends sync to Company records
• Pull from Attio: Companies and contacts import to enrich health scoring
• Task creation: Create follow-up tasks in Attio from Customer Insights recommendations

Sync details:

• Matching: Attio Company by domain (for example example.com)
• Frequency: Hourly batch sync, plus manual sync on demand
• Health score push: On score change or risk detection

Features

Data push (firstdistro → attio)

• Health score (0-100)
• Risk level (Healthy, At-Risk, Critical)
• Health trend (improving, declining, steady)
• Primary risk factor when detected
• Last synced timestamp

Data pull (attio → firstdistro)

• Companies (name, domain, metadata)
• Contacts linked to companies
• Meeting activity for relationship health

Task creation

• Convert recommendations into Attio tasks
• Auto-link tasks to the Company record
• Assign tasks to workspace members

Automatic matching

Uses the customer's primary domain to find the Attio record. Creates a company in Attio when none exists.

Setup

Prerequisites

• A FirstDistro account
• An Attio workspace where you have admin permissions

1. connect attio

1. Log in to your FirstDistro dashboard.
2. Go to Settings → Integrations.
3. Open the Attio card and click Connect.
4. Authorize FirstDistro in Attio.
5. You return to FirstDistro with a Connected status.

On connect, FirstDistro creates these custom attributes on Attio Companies:

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

2. verify sync

FirstDistro imports companies and contacts, then syncs health scores back.

On the Attio card in Settings → Integrations you should see companies imported, contacts imported, matched accounts, and last sync time. Use Sync now for an immediate run.

In Attio, open a Company with a matching domain and confirm Health Score, Risk Level, Trend, and Last Synced.

Troubleshooting

Authentication failed

Approve permissions in Attio, then disconnect and reconnect.

Data not syncing

• Confirm the FirstDistro customer account has a valid primary_domain or website that matches Attio.
• Contact support if a background job may have failed.

Privacy and permissions

FirstDistro requests:

Core

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

Activity (read-only)

• note:read, comment:read, meeting:read for relationship health

We do not read or store email content or other sensitive CRM payloads. Activity data is used for health scoring only.