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Attio is the system of record for your revenue team. When a prospect fills out a demo or contact-sales form, you want the meeting to route to the rep who already owns that account in Attio, and you want every booking, reschedule, no-show, and completion to show up on the Person record without anyone copy-pasting. The RevenueHero Attio integration handles both, over a single OAuth connection.
BEFORE YOU BEGINYou should be an Admin in Attio and logged in with the same email address as your RevenueHero account, so Workspace Member mapping works on the first sync.

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How the integration works

Once connected, RevenueHero reads four object types from your Attio workspace and writes meeting context back onto matched Person and Company records.
DirectionWhat syncs
Attio → RevenueHeroWorkspace Members, Companies (matched by domain), People (matched by email), Deals (latest per Person), custom field options
RevenueHero → AttioMeeting state, owner, campaign and router attribution, phone numbers, post-booking answers, and account enrichment data on the matched Person and Company
When a form is submitted, RevenueHero looks up the Person by email and the Company by domain. If a match exists, the lead inherits the existing Attio owner and routes accordingly. If not, RevenueHero creates the Person and Company and assigns ownership through your routing rules.

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Connect Attio

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Step 1: Choose your CRM

In RevenueHero, open Settings > Integrations and select Attio from the list of available CRMs. Click Connect. This is also the first step in the RevenueHero onboarding flow if Attio is your primary CRM.

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Step 2: Authorize the RevenueHero app in Attio

Clicking Connect opens the Attio OAuth consent screen. Pick the Attio workspace you want to connect, review the requested scopes (read and write access to People, Companies, Deals, and Workspace Members), and click Authorize.
IMPORTANTMake sure the Attio workspace you authorize is the one your revenue team actually uses. RevenueHero will create custom attributes in this workspace as part of the connection.

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Step 3: Confirm the connection

Once authorization completes, you are redirected back to RevenueHero with a success message that says You have successfully connected Attio. In the background, three things happen automatically:
  1. RevenueHero provisions the required rh_* attributes on the Person object and the enrichment attributes on the Company object. Existing custom fields with matching slugs are reused, never overwritten.
  2. Attio Workspace Members sync into RevenueHero, matched to existing RevenueHero users by email. Any unmapped rep can be linked from Settings > Members.
  3. Two default matching rules are seeded so inbound meetings honor existing Attio ownership from day one:
    • Assign meetings to existing contact owner
    • Assign meetings to existing company owner
Both rules are editable from Rules > Matching Rules, and you can disable either one if your routing model is different.
Want routing to react to a custom Attio field like ICP segment, ARR band, or territory? Once connected, every custom field on Person, Company, and Deal is available inside the Matching Rule and Distribution Rule builders. You do not need to do anything extra in Attio.

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What gets created in your Attio workspace

When you connect, RevenueHero adds the following to your workspace. Nothing else.
ObjectItemPurpose
Personrh_* attributesTrack meeting type, status, time, owner, links, campaign, and router on the contact
Companyrh_owner + mapped enrichment fieldsReflect the account owner at the company level and store firmographic data captured during qualification
Your Attio integration is live. Inbound meetings will now route based on your existing account ownership, and every booking will keep its corresponding Person record up to date. 🎉🎉🎉

RevenueHero Attio Fields

See the full list of rh_* attributes RevenueHero writes to Attio Person and Company records.

Create a Matching Rule

Build matching rules that honor existing Attio account and contact ownership.

Create a Distribution Rule

Distribute inbound meetings across reps using round robin, weighting, and Attio custom fields.

Create an Inbound Router

Wire your demo form, qualification logic, and Attio-aware routing into a single inbound router.