Attio + Go Fig

Sales

Sync Attio companies, people, deals, lists, notes, and tasks into Go Fig, and let Celeste log follow-up work back into the CRM.

Attio is fast to shape around how your team actually sells, which is exactly why its data resists reporting: the schema is yours, so no off-the-shelf dashboard understands it. Go Fig syncs the objects and their attribute definitions together, so a custom attribute you added last quarter arrives as a real, queryable field rather than an opaque blob. Deals join to invoices in your accounting system, pipeline joins to booked revenue, and Celeste answers questions across the whole set. Write-back closes the loop: Celeste can create a follow-up task, mark one complete, or update a contact or deal, and every write is attributed to the rep who authorized it.

Connect Attio See All Integrations

Key facts

Object coverage: Companies, people, deals, lists, notes, tasks
Custom attributes: Schema synced alongside records
Write-back: Tasks, contacts, deals
Auth grain: Per-rep OAuth grant

SOC 2 Type II · All integrations

What you can do with Attio data in Go Fig

Pipeline against booked revenue

Join Attio deals to invoices in QuickBooks, Xero, or NetSuite to compare forecast to what actually closed and billed.

Reporting on a custom schema

Segment by the attributes your team invented, not the ones a vendor shipped, because the attribute definitions sync with the records.

Follow-up that does not need a human

Celeste spots the stalled deal, drafts the next step, and creates the task in Attio against the right record and the right owner.

Data available from Attio

Go Fig extracts and normalizes the following data from your Attio account:

Companies

People

Deals

Lists

List entries

Notes

Tasks

Workspace members

Attribute definitions

How to connect Attio

Authorize Attio

Each rep who wants Celeste acting on their behalf runs the OAuth grant once. The first grant in the organization also stands up the data sync, so a single connection covers both reading and writing.

Confirm the objects you want synced

Companies, people, and deals are the common set. Lists and list entries matter if your team runs process through lists rather than deal stages, which many Attio workspaces do.

Map deal stages to forecast categories

Celeste proposes a mapping from your Attio stages to commit, best case, and pipeline. Review it once and it holds for every forecast built afterwards.

Decide what agents may write

Write-back is off until you turn it on. Enable it per verb, so an agent can create tasks without also being able to update deal values, and every write lands in the audit log.

Authentication: OAuth 2.0. Each rep authorizes their own token rather than sharing a service account, so a task Celeste logs shows up in Attio under that person's name. The grant is read-write on records and tasks and read-only on lists, notes, attribute configuration, and workspace members. Least privilege is enforced again at the action layer, so a connected token does not by itself grant an agent permission to write.

Common Questions About Attio Integration

Does Go Fig sync custom attributes?

Yes, and it syncs the attribute definitions alongside the records. That distinction matters: without the schema, a custom select attribute arrives as an unlabeled identifier and nobody can report on it. With it, Celeste can answer questions phrased in your own vocabulary because it knows what the attribute is called and what values it accepts.

What can Celeste write back into Attio?

Create a task, complete a task, update a person, and update a deal. Notes and lists are read-only by design. Every write is attributed to the rep whose token authorized it, so your Attio audit trail stays meaningful, and every write is recorded in the Go Fig audit log independently.

Do we need a shared admin account?

No, and we would rather you did not use one. Each rep grants their own token, which keeps attribution honest inside Attio and means revoking one person's access does not take the connection down for everyone else.

How does Attio data combine with our accounting system?

Deals join to invoices through the company or contact record, which is what makes close-won accuracy, sales cycle by segment, and forecast-to-actual variance answerable in one place. If QuickBooks, Xero, or NetSuite is already connected, the join is available as soon as the first Attio sync finishes.

How often does it sync?

Daily by default, and more frequently on higher plans. Notes and tasks sync incrementally, so the ongoing load on your Attio workspace stays small after the first backfill.