Connect Attio

Attio is a two-way CRM connection — the destination for the Readiness handoff and pre-event nominations, and a source for inbound contact + deal attribution.

What you'll need

  • An Attio workspace you can authorize, ideally as a member who can grant

object-configuration access.

Connect

  1. In SYSOI, open Connections → Attio → Connect.
  2. Authorize SYSOI in the Attio window. The card shows Connected.

Scopes

For the full experience, grant:

  • record:read / record:write (Attio's update-record) — read people back and upsert scored people by email.
  • object_configuration:read / update-object — lets SYSOI self-provision its custom attributes on the People object (sysoi_readiness_score, sysoi_readiness_tier, sysoi_readiness_summary, sysoi_associated_events, consent fields) and on Deals for back-stamping.

Missing the object-configuration scope just means SYSOI writes the standard fields and reports the custom attributes as unavailable — it never fails the push. To add scopes, Connect again and re-authorize.

Use it

  • Readiness handoff: Readiness → choose Attio → push. People are upserted

by email (matched, not duplicated); score/tier/summary + the running event are stamped.

  • Nominations: pre-qualify an Attio list against the event ICP on the

Records nominations panel, then push the selected candidates back.

  • Attribution: SYSOI pulls changed people and deals on a schedule; deals are

attributed to each person's most-recent event.

Verify

Push a hot contact, open the person in Attio, and confirm the SYSOI Readiness attributes are populated.

Note

Attio's people object has no standard lifecycle/owner/open-deal fields, so nomination scoring there leans on AI ICP-fit + recency (vs. HubSpot's richer signal set). That's expected, not a misconfiguration.