Attio CRM Integration

Connect your Attio CRM to PerkUp to automatically sync your contacts and send gifts, rewards, and branded swag to anyone in your CRM — without manual data entry or CSV uploads. --- Overview

The Attio integration syncs your Attio People into PerkUp as contacts in your People directory. Once connected, every person in your Attio workspace is available as a gift recipient in PerkUp. The sync runs automatically every 5 minutes, so new contacts and updates are always reflected. What gets synced: - First name and last name - Email address - Phone number - Job title - Location / country - Company association

What does NOT get synced: - Deals and pipelines (coming soon) - Custom attributes beyond the fields listed above - PerkUp never writes data back to Attio or modifies your CRM records

--- Requirements

How to Connect

--- How the Sync Works

Initial sync When you first connect, PerkUp pulls all People from your Attio workspace. Depending on the size of your directory, this may take a few minutes. Ongoing sync

After the initial sync, PerkUp checks for new and updated People every 5 minutes. Only records that have changed since the last sync are pulled — this keeps the sync fast and efficient. Where synced contacts appearSynced contacts appear in your PerkUp People directory under the Contacts tab. They are separate from your employees (who come from your HRIS integration).

Each synced contact will show:

Their name, email, title, and company

A source badge showing "Attio" so you know where they came from

A link icon indicating they're connected to an external system Deduplication If someone already exists in PerkUp with the same email address (for example, they were added manually or came from another integration), PerkUp will update the existing record rather than creating a duplicate. --- What You Can Do with Synced ContactsOnce your Attio contacts are in PerkUp, you can: Send individual gifts — Select any contact and send them a gift card, branded swag, or PerkUp reward - Add contacts to campaigns — Create a gifting campaign and include Attio contacts as recipients - Build recipient lists — Filter and search your Attio contacts in the People directory to build targeted send lists - Track gift history — See which contacts have received gifts and their redemption status --- Data and Privacy- One-way sync: PerkUp reads data from Attio. PerkUp never writes to, modifies, or deletes any records in your Attio workspace. - Data stored: PerkUp stores synced contact data (name, email, title, etc.) in your PerkUp organization. This data is used to populate your People directory and enable gifting. - Encryption: All data is encrypted in transit (TLS) and at rest. - Access control: Only PerkUp admins can connect or disconnect the Attio integration. The integration uses OAuth 2.0 — PerkUp never sees or stores your Attio password. --- Managing the IntegrationView connection status Go to Settings > Integrations > Attio. You'll see: - Connection status — Connected or Disconnected - Last synced — When the most recent sync ran - Records synced — How many Attio People are in PerkUp Disconnect 1. Go to Settings > Integrations > Attio 2. Click Disconnect 3. Confirm the disconnection Disconnecting stops future syncs. Contacts that were already synced remain in your PerkUp People directory — they are not deleted. You can manually remove them if needed. Reconnect

If your connection expires or you need to re-authorize: 1. Go to Settings > Integrations > AttioClick Reconnect 3. Re-authorize PerkUp in Attio 4. Syncing will resume from where it left off --- Troubleshooting

Contacts not syncing

Check the connection status — Go to Settings > Integrations > Attio and verify it shows "Connected"

Wait 5 minutes — Syncs run every 5 minutes. New contacts may not appear immediately.

Check for email addresses — Contacts without an email address in Attio are skipped during sync. Add an email to the Attio record and it will sync on the next run. Duplicate contacts PerkUp deduplicates by email address. If you see duplicates, it may be because the same person has different email addresses in Attio vs. another source. Connection expired OAuth tokens can expire. If you see a "Needs attention" warning, click Reconnect to re-authorize. Contacts missing fields Only the fields listed in "What gets synced" are pulled from Attio. Custom attributes and fields not in that list are not synced at this time. --- Frequently Asked Questions

Q: Does PerkUp modify my Attio data?

No. The sync is one-way (Attio → PerkUp). PerkUp never writes to or changes your Attio records. Q: How often does the sync run?

Every 5 minutes. Only new or changed records are synced each time. Q: Can I choose which Attio People to sync?

Currently, all People in your Attio workspace are synced. Filtering by list, segment, or attribute is planned for a future release. Q: What happens if I delete a contact in Attio?

Deleted contacts are not automatically removed from PerkUp. You can manually remove them from your PerkUp People directory. Q: Can I sync Attio Companies?

Currently only People are synced. Company sync is planned for a future release. Q: Does this work with Attio's custom objects?

Not yet. Currently only the standard People object is synced. Custom object support is on the roadmap. Q: Is there a limit to how many contacts can be synced? No hard limit. PerkUp supports syncing thousands of contacts from Attio. Q: Who can manage the integration? Only PerkUp admins can connect, disconnect, or manage the Attio integration.