Overview
With the Attio integration, you can easily keep your product data synced with your CRM.
The integration allows you to automatically create and update objects from June to Attio, along with their traits.
The Attio integration supports syncing to standard Attio objects, e.g. People, Users, Companies, Workspaces but also to Attio custom objects. More on syncing custom objects below.
Getting started
With the Attio integration, you can easily sync June users, companies and groups to Attio. To get started, navigate to our Attio integration in the Settings page and connect.
You can connect one Attio workspace per June workspace
Go to the June's workspace Settings & Integration page
Click "Install"
Next, you'll be prompted by Attio to approve the June Attio app.
Configuring data
Once you've installed the Attio integration in June, you can configure which data you want to sync from June to Attio. In general, we advise to map only the properties that you need in your workflows in order to keep your CRM as lean as possible.
Some objects require a minimum amount of traits, e.g.
June users require emails
June companies require a domain, which is automatically done for you
June groups can be synced by their ID
Once you've set that up, you can sit back and relax as June syncs your data to Attio.
How does it work?
Once every hour / per day (depending on your chosen frequency), June looks at all identify calls (for users) and group calls (for companies and groups) and syncs them to Attio, based on your setup.
Want to sync to Attio custom objects?
Requirements
To sync June groups to a custom Attio object, there are some requirements. Below is an example of a traditional B2B SaaS setup would look like. You're free to model your custom objects however you like:
Attio custom object (requires Pro Plan)
Attio custom object identifier
June group domain trait
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.
