Attio reports
and dashboards
Bring your Attio data into Filament. Create dashboards, build reports and explore your questions in plain English.
Your Attio data, connected.
Attio tracks your relationships and pipeline, but understanding which marketing channels fill your CRM with qualified leads or how deal velocity varies by source requires connecting to your ad platforms and analytics tools.
Filament links your Attio data to your marketing stack and answers questions about attribution, pipeline quality, and conversion patterns in plain English.
Data we sync
Objects and recordsExample fields: Object id, Workspace id
Workspace objects, their records and record values for reporting on your relationship data.
object_idworkspace_idrecord_idnamevalue
Lists and entriesExample fields: List id, Parent object
Lists, list entries and entry values for exploring how records are organised.
list_idparent_objectparent_record_idnamevalue
Notes and workspace membersExample fields: Title, Content plaintext
Notes and workspace-member records for adding context to relationship reporting.
titlecontent_plaintextparent_record_idfirst_nameemail_address
Attio works well with
Google Ads
Connect Attio people and company records with Google Ads campaign data to see which keywords and ad groups generate the most qualified leads in your CRM.
HubSpot
Connect Attio relationship data with HubSpot marketing automation to analyze how email campaigns and content engagement affect deal progression and close rates.
Stripe
Connect Attio company records with Stripe revenue data to track which relationship attributes and interaction patterns correlate with customer lifetime value.
See the
whole picture.
Filament brings your apps together in a managed warehouse. Build dashboards, share reports and ask questions in plain English.
Explore the demo dashboard
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Your questions, answered.
How do I connect Attio?
An Attio workspace administrator must create the access token.
- In Attio, open the menu beside your workspace name, then Workspace settings → Developers → New access token.
- Name the token and grant read access for your objects, records, lists, list entries and notes. Include workspace-member read access if you want member details. Copy the token.
- Open Apps in Filament and select Attio. Paste the token; Filament checks the workspace before saving it.
- Add any useful context about your objects and lists, then complete setup.
Available data depends on the token’s scopes and access to your workspace records.
How far back does Filament sync Attio data?
Filament syncs your complete Attio history, including all people records, company data, notes, tasks, and interaction history from when you first started using Attio. This lets you analyze relationship trends and pipeline velocity over time.
Can I connect multiple Attio workspaces to Filament?
Yes, you can connect multiple Attio workspaces to Filament. This is useful for agencies managing client CRMs or companies with separate workspaces for different teams or business units.
Does Filament sync custom attributes and fields from Attio?
Yes, Filament syncs all custom attributes on people and company records, plus any custom fields you've added to your workspace. You can query these custom fields in plain English just like standard Attio data.
How often does Filament update Attio data?
Filament syncs your Attio data automatically throughout the day, so your kpi dashboard and business intelligence reports reflect recent relationship updates, new notes, task completions, and list changes.