What you get
Health data meets your modern CRM workflow.
Bi-directional sync
Companies sync both ways between Attio and FirstDistro. Deal context informs health scores, and health data flows back to Attio.
Custom attributes
FirstDistro creates custom attributes on your company objects: Health Score, Risk Level, Trend, and Last Activity. Filter and sort by health.
Auto-matching
Companies are automatically matched by domain. No manual mapping needed. FirstDistro surfaces unmatched records for review.
Real-time updates
Health scores update in Attio as behavior changes. Your team always sees the latest risk data without leaving their workspace.
How to connect
Get Attio connected in under 5 minutes.
Click "Connect Attio" in FirstDistro
Go to Settings → Integrations → Attio and click Connect. You'll be redirected to Attio to authorize.
Authorize your workspace
Select the Attio workspace you want to connect. Authorize the permissions FirstDistro needs to sync company data.
See health data in Attio
Companies auto-match by domain. Health attributes appear on your company records within minutes. Build views and filters around risk.
What syncs to Attio
FirstDistro creates these custom attributes on your Attio company objects.
| Attribute | Type | Description |
|---|---|---|
| Health Score | Number (0-100) | AI-calculated overall health score |
| Risk Level | Select | Healthy, At Risk, or Critical |
| Health Trend | Select | Improving, Declining, or Steady |
| Last Activity | Date | Last product activity timestamp |
| Last Sync | Date | When health data was last updated |
What you can do with health data in Attio
Build at-risk company views
Create an Attio view filtering companies where Risk Level = "Critical". Pin it to your sidebar for daily review.
Sort by health score
In any company list, sort by Health Score to see your riskiest accounts first. Quickly identify who needs attention today.
Filter pipeline by trend
See which deals in your pipeline have declining health. Focus on stabilizing at-risk accounts before they churn.
Assign owners to critical accounts
Use Attio's assignment features to route critical accounts to senior CSMs. Never let a risky account go unowned.
Why Attio users choose FirstDistro
Built for teams who chose Attio over legacy CRMs
10-minute setup, not 6-month implementations
Health scores, not bloated CS platforms
Attio integration FAQ
What Attio plan do I need?
FirstDistro works with all Attio plans. Custom attributes are available across all tiers.
Can I connect multiple workspaces?
Currently, FirstDistro connects to one Attio workspace per account. Contact us if you need multi-workspace support.
How often does data sync?
Health scores sync to Attio in real-time as they change. Company matching runs when new companies are created in either system.
What permissions does FirstDistro need?
FirstDistro needs access to read companies and people (for matching) and create/update custom attributes (for health data). We follow Attio's OAuth best practices.
Enterprise-grade security
FirstDistro is SOC 2 Type II compliant. All data is encrypted in transit and at rest. We use OAuth 2.0 for secure authorization—we never see or store your Attio credentials.
Learn more about security →