> ## Documentation Index
> Fetch the complete documentation index at: https://help.revenuehero.io/llms.txt
> Use this file to discover all available pages before exploring further.
# How to integrate Attio CRM?
> Connect your Attio workspace with RevenueHero so inbound meetings respect existing account ownership and meeting state stays in sync.
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 BEGIN**
You 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.
## 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.
| Direction | What syncs |
| ------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Attio → RevenueHero | Workspace Members, Companies (matched by domain), People (matched by email), Deals (latest per Person), custom field options |
| RevenueHero → Attio | Meeting 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.
## Connect Attio
### 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.
### 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**.
**IMPORTANT**
Make 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.
### 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.
## What gets created in your Attio workspace
When you connect, RevenueHero adds the following to your workspace. Nothing else.
| Object | Item | Purpose |
| ------- | ------------------------------------- | -------------------------------------------------------------------------------------------------------- |
| Person | `rh_*` attributes | Track meeting type, status, time, owner, links, campaign, and router on the contact |
| Company | `rh_owner` + mapped enrichment fields | Reflect 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. 🎉🎉🎉
See the full list of `rh_*` attributes RevenueHero writes to Attio Person and Company records.
Build matching rules that honor existing Attio account and contact ownership.
Distribute inbound meetings across reps using round robin, weighting, and Attio custom fields.
Wire your demo form, qualification logic, and Attio-aware routing into a single inbound router.