With the Attio integration, you can easily keep your product data synced with your CRM.
The integration allows you to automatically create and update companies from June to Attio, along with their traits.
To use the June-Attio integration there are some requirements:
Attio custom object (requires Pro Plan)
Attio custom object identifier
June group domain trait
Now let's go through each of these requirements
1. Attio custom object
Objects hold a specific type of record, like a category of record. Objects contain records of a specific type, as well as their attributes and values. Examples of objects can be Users, Accounts.
To use the integration you would have to create a custom object in Attio. Our suggestion is to call it Workspace and set it up in the following way.
Alongside these attributes which are the basic ones to get started, you would have to create as many as the data points you want to sync to June.
For example, in our case, these are the extra ones that we've created.
2. Attio custom object identifier
As part of the attributes created above, you will need to have necessarily a unique and required field. In our case this is the Workspace Id
This will be the way the integration matches existing records and creates new ones when not present.
3. June group domain trait
To use the integration you will need to have a
domain company trait in June.
The reason for this is that it will be the link between the custom object created by you and Attio's native company object. This will make sure that all the emails and communications users from a certain company will be aggregated and then associated to the right workspace as well.
Thanks to the domain trait, Attio also runs a very cool enrichment that will help you understand even better who your users are.
Now that you know what you need it's time to set it up!
Go to the June's workspace Settings & Integration page
Next, you'll be prompted by Attio to approve the June Attio app.
Once you've installed the Attio integration in June, you can configure which data you want to sync from June companies to your custom object in Attio.
First you will have to choose the custom object that you've created in Attio. Secondly pick the unique identifier (workspace_id in the example below)
After that you'll be free to sync all the June traits you want to a corresponding Attio attribute!
In general, we advice to map only the properties that you need in your workflows in order to keep your CRM as lean as possible.
How, when and what does it sync?
To start syncing you will have to turn on the toggle above and wait at least an hour.
Automatic creation and update
Every ~2 hours, the integration checks all the group calls made. It will then either create new company entries for those not yet present or update existing ones.
To do so, June uses the unique identifier specified in your settings to manage records.
Note: June will update the records mapped to Attio regardless of whether the value changed or not