Attio
Attio Integration Guide
Overview
The Journeybee Attio integration provides powerful two-way synchronisation between your Attio workspace and Journeybee, enabling seamless partner relationship management with your existing CRM workflows.
Key Features
Two-way data synchronisation between Attio and Journeybee
Flexible object mapping - sync Journeybee Partners to Companies or Custom objects in Attio
Sync people, companies, and deals with customisable field mappings
Real-time updates via webhooks for instant data synchronisation
Automatic relationship linking between people, companies, and deals
Distributor-reseller associations for complex partner hierarchies
Notes synchronisation to keep conversations aligned across platforms
Intelligent duplicate prevention with unique field matching
Custom field support for tailored data mapping
Getting Started
Prerequisites
Active Journeybee account with admin privileges
Attio workspace with appropriate permissions
Admin or owner access to your Attio workspace
Connection Process
Log into your Journeybee account
Navigate to Settings → Integrations
Select Attio from the list of available integrations
Click "Connect" to initiate the OAuth flow
Authorise Journeybee in the Attio authorisation screen
Complete the installation - Journeybee will automatically:
Create custom fields for tracking synchronised records
Set up webhook subscriptions for real-time updates
Configure field mappings
Configuration
Partner Integration Settings
Configure how your Journeybee partners sync to Attio:
Partner Object Selection
Choose your partner object: Map partners to Companies (default) or any custom object
Custom objects supported: Sales Partners, Resellers, Affiliates, etc.
Flexible mapping: Match your existing Attio workspace structure
Partner Field Mapping
Map Journeybee partner fields to Attio attributes:
Company Name → Attio company/object name field
Partner Type → Attio select or status field
Stage → Attio status field for partnership stages
Custom Fields → Map any custom fields from Journeybee to Attio
Unique Field Matching
Prevent duplicate partners by configuring unique field matching:
Select a unique identifier: Email, domain, company name, etc.
Matching behaviour:
Create new if no match found
Link to existing if match found
Skip if duplicate exists
Distributor-Reseller Association
For multi-tier partnerships, configure how resellers link to distributors:
Association field: Select a record-reference field that links reseller to distributor
Automatic linking: Journeybee automatically maintains these relationships
Hierarchy preservation: Partner hierarchies sync seamlessly
Lead Integration Settings
Configure lead synchronisation between Journeybee and Attio:
Object Mapping
Person Object: Maps to Attio's People
Company Object: Maps to Attio's Companies
Automatic relationship: People are automatically linked to their Companies
Field Mapping
Map lead fields to Attio attributes:
Person Fields:
First Name → name (first_name)
Last Name → name (last_name)
Email → email_addresses
Phone → phone_numbers
Custom fields → Any Attio person attributes
Company Fields:
Company Name → name
Website → domains
Custom fields → Any Attio company attributes
Partner Association
Associate leads with their originating partner:
Text field: Store partner name as text
Record reference: Link directly to partner record
Automatic: Journeybee handles the association
Deal Integration Settings
Configure deal pipeline synchronisation:
Deal Field Mapping
Map deal fields to Attio deal attributes:
Deal Name → name (required)
Deal Value → value (currency field)
Deal Stage → status field
Close Date → date field
Custom Fields → Any Attio deal attributes
Stage Mapping
Synchronise deal stages between platforms:
Map Journeybee stages to Attio status values
Bidirectional sync: Updates in either platform sync to the other
Stage transitions: Automatically reflected in both systems
Associated Records
Deals automatically link to:
People: The lead contact
Companies: The lead's company
Partners: The partner who submitted/owns the deal
Features
Two-Way Synchronisation
From Journeybee to Attio:
Partners sync to your chosen Attio object
Leads create/update People and Companies
Deals create/update Deal records
Notes sync to Attio notes
Field updates reflect in Attio
From Attio to Journeybee:
Record updates sync back to Journeybee
Stage changes update in Journeybee
Custom field changes synchronise
Notes sync to Journeybee
Real-Time Webhooks
Attio webhooks provide instant synchronisation:
Record created: New deals appear in Journeybee
Record updated: Changes sync immediately
Record deleted: Privacy deletions handled automatically
Notes: Note changes sync bidirectionally
Intelligent Duplicate Prevention
Journeybee prevents duplicates using:
Unique field matching: Match by email, domain, or custom fields
Journeybee ID tracking: Custom fields link records
Smart linking: Existing records update instead of creating duplicates
Configurable behaviour: Choose how to handle duplicates
Notes Synchronisation
Keep conversations aligned across platforms:
Bidirectional sync: Notes created in either platform appear in both
Automatic association: Notes link to correct leads, deals, or partners
Rich formatting: Markdown and plaintext support
Assign Attio Users
Assign ownership in Attio:
Workspace members: Automatically available
Auto-assignment: Based on lead/deal routing rules
Manual override: Change ownership in either platform
Quick Access to Attio Records
Opening Records in Attio
Access your synced records directly from Journeybee:
From Lead Sidebar:
Open any lead in Journeybee
Look for the Attio logo in the header area (next to the lead name)
Click the Attio logo to open the corresponding Person or Company record in a new tab
From Deal Sidebar:
Open any deal in Journeybee
Look for the Attio logo in the header area (next to the deal name)
Click the Attio logo to open the corresponding Deal record in a new tab
Benefits:
Instant access to full Attio record details
No searching required - direct links maintained automatically
Opens in new tab so you don't lose your place in Journeybee
Integration Tab
Viewing Integration Status
Both leads and deals have a dedicated Integrations tab showing:
Accessing the Integrations Tab:
Open any lead or deal
Navigate to the right-hand panel
Click the "CRM" tab (appears only when integrations are active)
What You'll See:
Sync status: Real-time indication when records are syncing
Integration logos: Quick access buttons for each connected CRM
Assigned users: Attio workspace members assigned to this record
Assigned deals: For leads, view associated Attio deals
Sync Status Indicators:
When changes are being synced, you'll see:
"Syncing..." message with loading spinner
Appears immediately when you make changes
Clears automatically when sync completes (usually 1-3 seconds)
This ensures you know your changes are being pushed to Attio in real-time.
Assigning Attio Users to Records
Searching and Assigning Workspace Members
Assign Attio workspace members directly from Journeybee:
To Assign a User:
Open a lead or deal
Navigate to the Integrations tab (right panel → CRM tab)
Find the Attio section
Type a name in the search field (minimum 3 characters)
Select a user from the search results
The user is immediately assigned in both Journeybee and Attio
Search Features:
Live search: Results appear as you type
Minimum 3 characters: Prevents overly broad searches
Workspace members only: Only shows users from your Attio workspace
Already assigned: Users already assigned won't appear in search results
Viewing Assigned Users:
Below the search field, you'll see:
Profile pictures: Avatar for each assigned user
Names: Full name of workspace member
Assignment date: When they were assigned (if tracked)
Important Notes:
Changes sync immediately to Attio
Multiple users can be assigned to the same record
Assignments are visible to all team members in both platforms
Partner users (external collaborators) cannot be removed from this interface
Integration Links for Deals
Viewing Associated Deals in Attio
For leads synced to Attio, view associated deals:
Accessing Linked Deals:
Open a lead in Journeybee
Go to the Integrations tab
Scroll to the "Associated Deals" section
View all Attio deals linked to this lead's Person or Company records
What You'll See:
Deal names from Attio
Deal values and stages
Links to open each deal directly in Attio
This provides visibility into the full sales pipeline without leaving Journeybee.
Advanced Features
Custom Object Support
Unlike traditional CRMs, Attio's flexible object model is fully supported:
Any object type: Map partners to any Attio object
Custom attributes: Sync to any field type
Record references: Link between objects
Multi-select fields: Full support for multi-value fields
Create-Only Sync
Prevent overwriting manual changes:
One-time sync: Create records but don't update them
Preserve manual edits: Changes in Attio stay in Attio
Selective sync: Apply to partners, leads, or deals
Multi-Tier Partner Hierarchies
Support complex partner networks:
Distributor-reseller linking: Automatic hierarchy management
Record references: Native Attio relationship support
Flexible structure: Adapt to your partner model
Requirements & Limitations
Requirements
Attio workspace: Active Attio workspace
Admin access: Workspace admin/owner permissions
OAuth authorisation: Authorise Journeybee to access Attio
Custom fields: Journeybee creates custom tracking fields
Automatic Associations
The integration automatically maintains these relationships:
Person → Company: People link to their companies
Deal → Person: Deals link to contacts
Deal → Company: Deals link to companies
Reseller → Distributor: Partner hierarchies preserved
Rate Limiting
Attio API rate limits apply
Journeybee handles rate limiting automatically
Large syncs may take time to process
Object Limits
Partner import limited to 180 partners per sync
For bulk imports >180 partners, contact support@journeybee.io
Large datasets sync in batches
Use Cases
Sales Team Collaboration
Unified view: Partners visible in your existing Attio workspace
Team collaboration: Use Attio's collaboration features
Pipeline management: Manage partner deals in Attio
Partner Portal + CRM
White-label portal: Partners use Journeybee portal
Internal CRM: Your team uses Attio
Seamless sync: Data stays aligned automatically
Multi-Tier Channel Programs
Distributor management: Track distributor relationships
Reseller oversight: Monitor reseller performance
Hierarchy tracking: Maintain complex partner structures
Troubleshooting
Connection Issues
Problem: Unable to connect to Attio
Verify you have admin/owner permissions in Attio
Check that OAuth authorisation was completed
Try disconnecting and reconnecting the integration
Problem: Fields not syncing
Verify field mappings in configuration
Check that Attio fields exist and are writable
Ensure field types are compatible (text, select, etc.)
For multi-select, make sure the options in both platforms match exactly
Duplicate Records
Problem: Duplicate partners created
Configure unique field matching in partner settings
Select a reliable unique identifier (email, domain)
Enable "Create new if not found" only if desired
Problem: Records not linking
Verify journeybee_partner_id, journeybee_lead_id, and journeybee_deal_id fields exist
Check webhook configuration is active
Sync Delays
Problem: Updates not appearing immediately
Check webhook status in Attio workspace settings
Verify webhook URLs are accessible
Allow a few minutes for rate limiting
Best Practices
Initial Setup
Start with test data: Test mappings with a few records first
Review field mappings: Ensure all important fields are mapped
Configure unique fields: Set up duplicate prevention before bulk sync
Test webhooks: Verify bidirectional updates work correctly
Ongoing Management
Monitor integration health: Check integration status regularly
Review sync logs: Watch for errors or warnings
Update mappings: Adjust field mappings as your workflow evolves
Train your team: Ensure team knows which platform to update
Data Quality
Consistent data entry: Use standardised formats (emails, phone numbers)
Required fields: Ensure required fields in both platforms are populated
Stage alignment: Keep stage names aligned between platforms
Regular audits: Periodically verify data accuracy
Support
Getting Help
For assistance with the Attio integration:
Email: support@journeybee.io
In-app support: Use the help widget in Journeybee
Documentation: Visit <support.journeybee.io>
Custom Imports
For organisations with >100 partners or complex data migration needs:
Contact: engineering@journeybee.io
Custom migration: We can handle bulk imports
Data mapping assistance: Help with complex field mappings
Technical Details
Authentication
OAuth 2.0: Secure authorisation flow
Token refresh: Automatic token renewal
Webhook security: HMAC signature verification
API Usage
Rate limiting: Automatic rate limit handling
Retry logic: Failed requests retry automatically
Error recovery: Intelligent error handling and field removal
Custom Fields Created
Journeybee creates these tracking fields in Attio:
journeybee_partner_id: Links Attio records to Journeybee partners
journeybee_lead_id: Links Attio records to Journeybee leads
journeybee_deal_id: Links Attio records to Journeybee deals
These fields are hidden by default but essential for synchronisation.
Frequently Asked Questions
Q: Can I map partners to a custom Attio object instead of Companies?
A: Yes! The Attio integration supports any object type in your workspace. Select your custom object in the partner integration settings.
Q: What happens if I delete a record in Attio?
A: The record in Journeybee is preserved. For privacy deletions (e.g., GDPR), contact information is removed but the record remains.
Q: Can I sync to multiple Attio workspaces?
A: Each Journeybee company can connect to one Attio workspace. Contact support for multi-workspace scenarios.
Q: How do I handle duplicate partners after initial sync?
A: Configure unique field matching to automatically link to existing records. For existing duplicates, you can merge them in Attio - Journeybee will respect the merged record.
Q: Are custom fields supported?
A: Yes! Both Journeybee and Attio custom fields are fully supported. Map any custom field in the configuration settings.
Q: What field types does Attio support?
A: The integration supports all Attio field types including text, number, select, status, date, currency, email, phone, checkbox, rating, location, and record references.