Attio
LiveOverview
The Attio integration syncs identified companies from ClearView into your Attio workspace with full enrichment data and lead scores. When ClearView identifies a company visiting your website, detects a hot lead, or updates a lead score, the corresponding Company record in Attio is created or updated automatically. This keeps your team's CRM data fresh and enriched with real-time visitor intent signals.
What Gets Synced
- Companies synced as Attio Company records
- Full enrichment data: domain, industry, size, location
- ClearView lead scores as an attribute
- Lead status and intent tier
- First and last seen timestamps
- Score change history via notes
Supported Events
| Event | Description |
|---|---|
| company.identified | Fires when ClearView identifies a new company visiting your site. Creates or updates a Company record in Attio with enrichment data. |
| lead.hot | Fires when a lead reaches the hot threshold. Updates the Company record with hot lead status and adds a note with intent details. |
| lead.score_changed | Fires when a lead's score changes. Updates the lead score attribute on the corresponding Attio Company record. |
Prerequisites
- An active Attio workspace
- Workspace admin access to create API keys
- A ClearView account with an active subscription
Setup Guide
Follow these steps to connect your Attio workspace to ClearView:
- 1
Log in to Attio
Open your Attio workspace at app.attio.com and sign in with your credentials.
- 2
Navigate to API Keys
Go to Settings > Developers > API Keys in the left sidebar.
- 3
Create a new API key
Click Create API Key. Give it a descriptive name like "ClearView Integration" and ensure it has write permissions for Companies and Notes.
- 4
Copy the API key
Copy the generated API key. It starts with attio_key_ and will only be shown once. Store it securely.
- 5
Open ClearView Integrations
In your ClearView dashboard, navigate to Settings > Integrations.
- 6
Connect Attio
Find the Attio integration card and click Connect. Paste your API key into the API Key field.
- 7
Save & Connect
Click Save & Connect to activate the integration.
- 8
Test the connection
Click the Test button to verify ClearView can communicate with your Attio workspace. A success message confirms the connection is working.
Data Mapping
The following fields are mapped between ClearView and Attio:
| ClearView Field | Attio Attribute |
|---|---|
| Company Name | Name |
| Domain | Domains |
| Industry | Industry (custom) |
| Employee Range | Team Size (custom) |
| Lead Score | ClearView Score (custom) |
| Lead Status | ClearView Status (custom) |
| City / Country | Location |
| First Seen | First Seen (custom) |
| Last Seen | Last Seen (custom) |
Troubleshooting
Test connection fails with "401 Unauthorized"
Your API key may be invalid or revoked. Go to Attio > Settings > Developers > API Keys and verify the key is active. If needed, create a new key and update it in ClearView.
Custom attributes not appearing in Attio
ClearView creates custom attributes (ClearView Score, ClearView Status, etc.) automatically on first sync. Ensure your API key has write permissions. If attributes still do not appear, check that your Attio plan supports custom attributes.
Companies not syncing
Verify the integration shows a green "Connected" badge in ClearView. Check that your Attio API key has not been revoked and that your workspace has not exceeded its API rate limits.
Duplicate company records
ClearView deduplicates companies by domain. If existing Attio records do not have a domain set, duplicates may be created. Ensure your existing Company records have their Domains attribute populated.
Need Help?
Having trouble with the Attio integration? Our support team is here to help.
Contact Support