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Once Attio is connected, RevenueHero keeps your records current on its own. It reads your Attio data to route each meeting, and writes the meeting, its ownership, and the fields you have mapped back to the matched records. Your team gets an accurate picture in Attio without logging meetings by hand, and you get fields to report and automate on.

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What RevenueHero reads from Attio

RevenueHero uses your existing Attio data to decide who each meeting should go to:
  • Workspace Members, matched to your RevenueHero users by email, so RevenueHero recognises your reps and can attribute a meeting to the existing record owner.
  • Companies, matched by primary domain, for account-based routing.
  • People, matched by email address, for contact-based routing.
  • Deals related to the matched person or company, for opportunity-aware routing rules that assign to the deal owner.
  • Custom field options on People, Companies, and Deals, so you can build matching and distribution rules against the Attio schema you already have.

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What RevenueHero writes to the Person record

After every booking event, RevenueHero updates the matched Attio Person.

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Meeting details

RevenueHero writes these fields on every booking:

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What RevenueHero writes to the Company record

On the matched Attio Company, RevenueHero writes:
  • rh_owner, so account-level views in Attio reflect who owns the relationship, not just the contact who filled out the most recent form.
  • Mapped enriched company fields, populated from the RevenueHero enrichment waterfall. Teams commonly enrich fields like industry, employee count, annual revenue, and HQ location.
The rh_ fields are built for reporting. From within Attio, group meetings by rh_router_name to see which routers drive booked meetings, or filter on rh_no_show to find accounts that need a follow-up.

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Mapped form and enriched fields

RevenueHero also writes the fields you have mapped:
  • Form fields you map to Attio Person fields, from your inbound and campaign forms.
  • Enriched fields you map in the integration, such as LinkedIn, phone, and name, drawn from the RevenueHero enrichment waterfall.
Only mapped fields reach Attio. Custom questions and any form fields you have not mapped are not written to Attio. You can always find those responses in RevenueHero.

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UTM attribution

RevenueHero maps the UTM values it captures to your Attio Person fields, so you can see where a meeting came from:
Attio UTM Mapping
Your Attio records now stay in sync with every meeting RevenueHero books. 🎉🎉🎉

How to integrate Attio CRM?

Connect Attio and see how routing works.

Configure & route with Attio

Map enrichment fields, sync meeting types, and set up matching and distribution.

Map your web form

Choose which form fields write back to your CRM.

UTM parameter tracking

Capture and map campaign attribution.