Attio Integration
The Attio integration keeps your partner programme and your Attio workspace in step. Journeybee leads, deals, partners and partner contacts sync to Attio people, companies and deals, and changes in Attio flow back, in both directions and in real time. It also adds a Journeybee dialog inside Attio so your team can link records to partners without leaving their CRM.
Where to find it: Go to Settings, then Integrations. Attio sits under the CRM section.
Who can use this: Connecting and configuring the integration is admin-only. Once it is connected, anyone on your Attio workspace can use the Journeybee dialog, and they are added to Journeybee as non-billable users.
Before you start
Your Attio workspace needs the standard People, Companies and Deals objects available to the connecting user. Setup creates attributes on all three, and stops if it cannot reach one of them.
Authorise with an Attio user who can read and write records and manage object attributes and webhooks.
Decide where partner records should live: the standard Companies object, or one of your custom objects.
Set up your partner stages, deal stages and custom fields first, because the configuration screen maps against whatever exists at the time. See Stages and Custom Fields.
Connecting Attio
Go to Settings, then Integrations, and click the Attio card.
Click Connect and authorise Journeybee in Attio.
Journeybee then sets up your workspace automatically. It adds the attributes it uses to link records:
People: Journeybee Lead ID and Journeybee Partner Contact ID.
Companies: Journeybee Lead ID and Journeybee Partner ID.
Deals: Journeybee Deal ID and Journeybee Lead ID.
It also creates the webhooks that keep Attio changes flowing back. Attributes that already exist are left alone, so reconnecting is safe. Do not delete these attributes, because they are how records stay matched.
Open Configure and set up your mapping. Nothing syncs until you do.
The configuration screen
The Attio configuration page has four areas in its sidebar:
Integration: the connection itself, plus Remove Integration if you ever need to disconnect.
Configure: all sync settings, field mappings and stage mappings, grouped into sections.
Import: load records from Attio and bring partners or deals into Journeybee.
Manage: back to all integrations.
Each section shows a status of Not configured, Configured or Changes pending, and mapping sections show how many of their mappings are complete. Use the search box, the Only unmapped filter and Auto-match, which fills in every field that has exactly one matching Attio field, to work through a long list, then save. Changes apply to future sync activity, not retrospectively.
Partner sync settings
Which Attio object should partners be stored in? Companies, or one of your custom objects.
Identifying field: the attribute and value that marks a record as a partner. If you pick a checkbox attribute, leave the identifying value blank.
Create a new record as a partner if we don't find one: Yes or No.
Unique partner field and unique partner contact field: pair a Journeybee field with an Attio attribute so existing records are matched instead of duplicated.
Lead and deal sync settings
One-way creation sync to Attio: new Journeybee leads and deals create records in Attio, but later Journeybee edits do not change them. Attio changes still sync back. Notes are not affected.
Show account owner to partners: off by default. When on, partners see a read-only Account owner block on their deals in the partner portal, listing the record owner's name, title, photo and email. The CRM is never named to the partner, and reassigning the owner stays in Journeybee.
Choose how the integration should interact with existing objects: link to existing records, link only to records with no attached partner, or never link.
Unique person and company fields: set per partner type (referral and reseller), pairing a Journeybee field with an Attio attribute.
Unique deal field: the same, for deals.
Lead note sync direction and Deal note sync direction: set separately, with four options each. Bi-directional sync, Journeybee to Attio only, Attio to Journeybee only, or do not sync notes.
Field and stage mapping
Field mapping is what actually turns sync on. An Attio object is only created or updated if you have mapped at least one attribute for it.
Partner Fields: Journeybee partners to attributes on your partner object.
Partner Contact Fields: partner contacts to People attributes.
Person Fields and Company Fields: Journeybee lead details to the prospect's person and company records. The lead's Company Name is offered on the Company mapping only — it is never written to the person.
Deal Fields: deal name, deal value, commission value, expiration date and deal custom fields.
Partner Stages: choose an attribute on your partner object, then map each Journeybee partner stage to one of its values.
Deal Stages: choose the Attio deal attribute that holds the stage, then map each Journeybee deal stage to one of its values.
Stage safety: if Journeybee cannot read a deal's current stage in Attio, it leaves the stage untouched while the other fields still sync.
Single-select custom fields pair with single-select Attio attributes and multi-select custom fields with multi-select attributes. Every selected option is synced in both directions. A mapping saved before this rule that no longer matches stays in the list marked (single select) or (multi select) so you can correct it.
Partner associations
These settings show the partner on the synced Attio records. Person, company and deal associations can each be set to no association, a text attribute holding the partner's name, or a record reference that links the partner company record itself.
Partner Contact Association: the relationship attribute used to link a partner contact to their partner record.
Distributor and reseller association: the attribute used to record distributor-to-reseller relationships. See Distribution Management.
What syncs and when
Attio is the most immediate of the CRM integrations, because there is no scheduled catch-up sync and nothing needs one.
Journeybee to Attio happens within seconds of a change. Rapid edits are batched into a single write.
Attio to Journeybee arrives in real time through signed webhooks: new deals, record updates on people, companies and deals, and notes created, edited or deleted.
Notes can flow either way, or both, depending on your note direction settings.
Journeybee paces its calls to stay inside Attio's rate limits and retries automatically when Attio asks it to slow down.
No echo back to Attio: when an Attio record creates something in Journeybee — through an import or a webhook — Journeybee does not update that Attio record. The only writes are the Journeybee attributes and, on a new deal, the link to the partner's record, which keep the records linked. Those writes can still trigger Attio workflows, so exclude the Journeybee attributes from any workflow trigger that should not react to an import or sync.
Importing existing Attio data
Partners
In Partner Import Settings, set the identifying attribute and value, and choose the Partner Type for this import. Only one type can be imported at a time.
Open the Import tab and click Load records. Journeybee lists the matching records on the Partners tab, 50 per page, with their associated people underneath. Use Search by name to find a record, the page controls to move through the list, and Select all on this page to tick a whole page. Your selections stay in place as you page, search and switch tabs.
Click Import in the bar at the bottom — it counts the partners, contacts and deals you picked. Each record becomes a Journeybee partner, with its selected people added as partner contacts and the Attio record IDs stored so future changes stay linked. The page reports the import's progress until it completes.
Imported partners are created as offline partners, so no portal invitation is sent. Invite them from the partner page when you are ready. Records with no linked person that has an email address are hidden, and the list notes how many on the current page were hidden: add a linked person with an email in Attio to import them. See Partner Contacts.
Deals
Map your deal stages first, so imported deals land in the right stage.
On the Deals tab (Partners to Import Deals For), select the partners whose deals you want. The list is paged and searchable like the partners list, and shows how many unimported deals each one has.
Click Import in the bar at the bottom to run the import. Journeybee creates a lead and deal for each Attio deal, and repairs existing deals that are missing their link attributes rather than duplicating them. An import sends no lead or deal notifications — the records simply appear.
The Journeybee dialog in Attio
The dialog opens on Attio person, company and deal records.
When the record is not yet linked, pick the partner it belongs to, optionally attach partner contacts, and create the lead in Journeybee. That is Create Reseller Lead for reseller partners, or Send Lead and Lead Received for referral partners. On a deal record, the deal is created alongside the lead.
When the record is already linked, a Details tab shows the partner at a glance (logo, name, partner type, status, stage, category and tier), a Your Team list of the Journeybee users assigned to the lead or deal, a Partner Team list of the partner contacts on it — each shown only when it has someone in it — and a Lead Notes or Deal Notes tab lets you read and add notes that sync with Journeybee.
Attio users who open the dialog are provisioned in Journeybee as non-billable users, so they do not consume a licence.
If the dialog has been open for over an hour it can show Session expired, reopen the Journeybee panel. Close and reopen it to carry on.
Working with Attio from Journeybee
Open in Attio: leads, deals, partners and contacts show an Attio link that takes you straight to the matching record.
Linked deals: a lead lists the Attio deals on its linked person or company and marks the ones already connected, so you can link an existing deal instead of creating a duplicate.
Troubleshooting
Nothing is syncing at all. Check the section you expect to sync actually has field mappings saved. An object with no mapped attributes is never created or updated.
Connecting did not finish. Setup stops if it cannot read or create attributes on People, Companies or Deals. Confirm all three objects exist in your workspace and that the connecting user can manage attributes, then connect again.
A banner says Attio needs reconnecting. The connection has expired or been revoked and sync is paused. Admins also get an email. Open the Attio card under Settings, then Integrations, and connect again. Sync resumes straight away.
Attio changes are not coming through. Attio changes rely on webhooks, so check the Journeybee webhooks still exist in your Attio workspace. Reconnecting recreates them. Check too that the record still has its Journeybee ID attribute populated, because clearing it unlinks the record.
Duplicate people or companies are being created. Set the unique person, company and deal fields, and choose a linking option other than never linking to existing records.
Notes are appearing twice. Bi-directional note sync is the default. Set the direction to one way if your team writes the same note in both systems.
Good to know
Everything is opt-in. A setting you leave blank simply means that behaviour is off: no attributes are written and no records are linked by default.
The Journeybee attributes added at connect time are how records stay matched. Keep them on your objects.
Attio and Pipedrive are the only CRM integrations where notes can sync both ways.
Removing the integration stops all syncing but leaves your Journeybee records, and your Attio records, exactly as they are.
For the other tools you can connect, see Integrations.