Attio

Overview

Finally know which campaigns drive real revenue. Connect Attio to automatically count deals in specific pipeline stages as campaign conversions and sync deal values to your campaign revenue. Filter by UTM source, campaign name, or any deal attribute to track exactly what matters.

How it works

Each campaign can track conversions from a specific Attio pipeline stage. Select 'Closed Won' to count successful deals, 'Qualified' for vetted opportunities, or any custom stage you've created. Deals reaching that stage automatically count as conversions for your campaign.

Need more precision? Add an attribute filter to count only deals matching specific criteria - like deals where UTM Source equals 'linkedin' or Campaign equals 'Q1 Product Launch'. This way, each campaign tracks only the deals it actually generated.

Toggle revenue sync to automatically pull deal values into your campaign. When enabled, your campaign revenue updates every time you open Campaigns or click Sync All. No more manual data entry or outdated revenue numbers.

Configure

Head to Settings > Integrations and click Connect Attio. After authorizing access, configure each campaign by clicking the three-dot menu and selecting Connect to Attio. Choose the pipeline stage to track, optionally add a filter attribute, and toggle revenue sync. See our documentation for detailed setup instructions.