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Attio

Connect Attio to capture won/lost deal reasons in real-time via webhooks.

Why connect Attio?

Your CRM holds the story behind every deal outcome. When a deal is won or lost, the reason why is one of the most actionable signals your product team can act on.

When you connect Attio, ProductBet listens for deal updates via webhooks and captures reason data the moment it's entered.

What gets captured

ProductBet monitors your Attio deals and extracts:

  • Lost deal reasons - why prospects chose a competitor or decided not to buy
  • Won deal reasons - what sealed the deal

Each reason becomes a signal with the deal amount attached as metadata.

How to connect

  1. Go to Settings > Integrations > Attio and click Connect with Attio
  2. Authorize ProductBet in the Attio OAuth flow
  3. Map your deal fields - select which Attio attributes contain your won reason, lost reason, and deal amount

How it works

Unlike polling-based integrations, Attio uses webhooks. ProductBet registers a webhook on your Attio workspace that fires whenever a deal record is updated.

When an update comes in, ProductBet checks if the configured won or lost reason field has content. If it does, a signal is created. If neither field has a value yet, the update is silently ignored.

This means you capture the reason the moment your sales team fills it in, even if the deal moved to a closed stage earlier.

Field mapping

Attio doesn't have built-in won/lost reason fields. You'll need to create custom text or select attributes on your Deals object in Attio (e.g. "Won Reason", "Lost Reason"). Once created, they'll appear in the field mapping picker on the integration settings page.

The deal amount field defaults to the native "Deal value" currency attribute, but you can map it to a different field if needed.

What to expect

  • Signals appear in real-time as reasons are entered in Attio
  • Lost deal reasons often highlight missing capabilities or competitive gaps, which surface as opportunities
  • Won deal reasons confirm which parts of your product drive revenue
  • Deal amounts are included as metadata on each signal

Required OAuth scopes

When setting up your Attio OAuth app, enable these scopes:

  • object_configuration:read - reading deal object configuration and attributes
  • record_permission:read - reading deal records
  • webhook:read_write - creating and managing webhooks

Troubleshooting

  • Not seeing signals? Make sure you've mapped the correct reason fields in the integration settings, and that your team is actually filling them in on deals.
  • No fields in the picker? Attio doesn't include reason fields by default. Create custom text or select attributes on your Deals object in Attio first.
  • Connection error? Try disconnecting and reconnecting on the Attio integration page.