Attio

Finseo connects to Attio via the native webhook system. You create a webhook subscription in Attio Developer Settings that triggers on record creation events. Attio sends the full record object as JSON, and Finseo scans the payload for attribution attributes, then categorizes them into AI source buckets.

1. 01

   People attribution

   When a new Person is created in Attio, capture their AI source attribute. Track which engines drive new contacts and prospects.

2. 02

   Deal attribution

   When a new Deal is created, attribute the deal value back to the original AI source. See pipeline broken down by AI engine.

3. 03

   Multi-object workflows

   Subscribe to webhooks on People, Deals, and Companies separately. Build a complete attribution flow from first touch through closed won.

4. 04

   Custom object support

   Attio supports custom objects. Subscribe to webhooks on any custom object (e.g. Partnerships, Investors) to attribute non standard pipeline.

5. 05

   Modern team enablement

   Attio is built for modern, fast moving teams. The Finseo integration matches that philosophy with a 2 minute setup and zero ongoing maintenance.

Attio is the modern CRM for fast moving teams. Built API first, Attio is favored by Series A to C startups, fintech, and AI native companies. Attio teams typically prioritize attribution and ROI tracking from day one. The Finseo integration fits the Attio philosophy: structured data, webhook driven, no legacy bloat. You get AI source attribution that matches the rest of your modern stack.

1. 01

   Get your Finseo webhook URL

   In Finseo, click Connect on the Attio integration card to reveal your project webhook URL.

2. 02

   Open Attio Developer Settings

   In Attio, go to Settings, then Developers, then Webhooks.

3. 03

   Create a webhook subscription

   Click Create webhook. Set the target URL to your Finseo webhook URL. Select trigger Record created on People or Deals.

4. 04

   Add an attribution attribute

   In Attio, ensure People or Deals have a custom attribute "How did you find us?" If not, add it from the object settings.

5. 05

   Test and activate

   Create a test record in Attio with the attribution attribute filled in. Check the Finseo Attribution dashboard within 10 seconds.

How does Finseo connect to Attio?

Via the native Attio webhook system. You create a webhook subscription in Attio Developer Settings. Attio sends a JSON payload on record creation events. The setup takes 2 minutes and requires no third party tools, plugins, or extensions.

Via the native Attio webhook system. You create a webhook subscription in Attio Developer Settings. Attio sends a JSON payload on record creation events. The setup takes 2 minutes and requires no third party tools, plugins, or extensions.

What Attio plan do I need?

Webhooks are available on the Attio Pro and Enterprise plans. The free plan does not include webhook subscriptions. If you are on the free plan, use Zapier as a bridge to POST Attio data to the Finseo API.

Webhooks are available on the Attio Pro and Enterprise plans. The free plan does not include webhook subscriptions. If you are on the free plan, use Zapier as a bridge to POST Attio data to the Finseo API.

What objects can I subscribe to?

People, Companies, Deals, Lists, and any custom objects you have created in Attio. Most teams subscribe to People created and Deals created for the cleanest attribution flow.

People, Companies, Deals, Lists, and any custom objects you have created in Attio. Most teams subscribe to People created and Deals created for the cleanest attribution flow.

How does Finseo find the AI source attribute?

Attio sends the full record on creation, including all attribute values. Finseo scans for attributes containing "how did you", "find us", "hear about", "source", "referral" and uses the value as the AI source. You can also configure a custom attribute path in Finseo Attribution settings.

Attio sends the full record on creation, including all attribute values. Finseo scans for attributes containing "how did you", "find us", "hear about", "source", "referral" and uses the value as the AI source. You can also configure a custom attribute path in Finseo Attribution settings.

Can I attribute revenue from Attio Deals?

Yes. Attio Deals have a value attribute. Finseo reads this value alongside the AI source on the deal record. Aggregate revenue per AI engine over any time period in the Attribution dashboard.

Yes. Attio Deals have a value attribute. Finseo reads this value alongside the AI source on the deal record. Aggregate revenue per AI engine over any time period in the Attribution dashboard.

Does this support multi-workspace setups?

Yes. Each Finseo project connects one Attio workspace. For agencies or holding companies with multiple Attio workspaces, create a separate Finseo project per workspace.

Yes. Each Finseo project connects one Attio workspace. For agencies or holding companies with multiple Attio workspaces, create a separate Finseo project per workspace.

Is the integration real time?

Yes. Attio webhooks fire within 1 to 2 seconds of record creation. Finseo processes the payload and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.

Yes. Attio webhooks fire within 1 to 2 seconds of record creation. Finseo processes the payload and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.

Can the agent edit Attio records?

Not currently. The integration is one way (Attio to Finseo) for attribution. If you need bidirectional sync for the agent to update Attio records, contact us about a custom integration.

Not currently. The integration is one way (Attio to Finseo) for attribution. If you need bidirectional sync for the agent to update Attio records, contact us about a custom integration.