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Attio + Orcabase

Your Attio CRM, in plain answers.

Sync Attio through Fivetran and ask about pipeline, relationships and deal flow in plain words, next to product usage and revenue.

Get startedHow to connect
  • Synced by Fivetran
  • Syncs every 6 hours
  • No Fivetran account needed
AgentAttio connected

How many new companies entered our pipeline in August, and from where?

Reading your Attio data…

64 new companies in August, up 23% on July. Half came from warm intros.

  • Warm intros turn into deals three times as often as cold outreach.
  • Most new companies have 10 to 50 people.
  • Eight of them already use our free plan.

New companies in the pipeline, by month

MarAprMayJunJul64Aug
How I got this· 4 steps
  1. Looked at your Attio companies and deals
  2. Counted companies added each month
  3. Grouped them by source
  4. Checked which already use the product

Example answer. Numbers are illustrative.

In plain words

How do I report on Attio data?

Attio is flexible by design: your own objects, attributes and lists. Fivetran copies them into a database Orcabase hosts for you, so you can count, compare and chart any of them.

Ask “which sources bring companies that become customers?” and get the answer with a chart and the steps it took.

Ask in plain words

What you can ask about your Attio data

The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.

Meet the data agent

  • How many new companies entered the pipeline this month?

  • Which sources bring companies that become customers?

  • How long do deals take from first contact to won?

  • Which deals have had no activity in two weeks?

  • How many intros did we get from each partner?

  • Which lists grew fastest this quarter?

  • Who owns the most open deals?

  • Show me deals by stage and month.

What comes in

Your Attio data, ready to ask about.

A copy in a database Orcabase hosts for you, with its own folder for each app.

01

Records

People, companies, deals and your own objects, with every attribute.
02

Lists

Your lists and their entries, with list-specific fields.
03

Notes and tasks

What your team wrote down and planned.
04

Members

Who owns what, so any number can be split by person.

Numbers worth defining

Define them once. Every answer agrees.

Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Attio data.

How metrics work

  • New pipeline

    Companies or deals added in the period.

  • Win rate

    Deals won divided by deals closed.

  • Intro-to-deal rate

    Share of introductions that became deals.

  • Deal velocity

    Average days from first contact to won.

Dashboards to start with

Your Attio numbers at a glance.

Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.

Pipeline

4 charts
  • New pipeline by month
  • Deals by stage
  • Win rate
  • Deal velocity

Relationships

3 charts
  • Companies by source
  • Intros that became deals
  • Open deals by owner

About dashboards

Better together

Ask across Attio and the rest of your business.

The best questions need more than one app. The agent can pull from several sources for one answer.

“Which companies in our pipeline already use the product?”

Attio + PostHog

“How long after a deal is won does the first payment arrive?”

Attio + Stripe

“Do intros that book a call within a week close more often?”

Attio + Calendly

How to connect

Connect Attio, step by step.

  1. 1

    Find it in Sync data

    In Orcabase, go to Sync data → Add source and search for Attio. Pick the database to sync into.

  2. 2

    Connect Attio on Fivetran’s page

    Click Authorize on Fivetran’s page and sign in to Attio as an admin.

  3. 3

    Choose what to sync

    Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.

  4. 4

    Ask away

    The first sync starts straight away. When it’s done, ask the agent about your Attio data.

What you’ll need

  • An Attio login with admin access.
  • The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.
At a glance
How it connects
Synced by Fivetran
How fresh
Every 6 hours, as standard.
Where your data lives
A copy in a database Orcabase hosts for you, with its own folder for each app.
Who can set it up
An admin in your organization.
Your login
You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
Cost
Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.
Sync apps with FivetranStep-by-step, in the docs.

Questions

About Attio and Orcabase

More in the docs: Sync apps with Fivetran

Does it include our own objects and lists?
Yes. Your own objects, their attributes and your lists come along with people, companies and deals.
Can Orcabase change records in Attio?
No. Orcabase only reads the synced copy.
Do I need a Fivetran account?
No. Orcabase uses its own. You sign in to Attio on Fivetran’s page, and the data lands in a database Orcabase hosts for you, so there’s nothing else to set up or pay Fivetran for.
How fresh is my Attio data in Orcabase?
Fivetran syncs it every 6 hours as standard, and an admin can run a sync by hand at any time. The page for each source shows when it last synced and when it syncs next.
What does syncing cost?
Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard. Each distinct row that’s added or changed in a month counts once, however often it changes, and the first full copy is free. You choose which tables sync, so you only spend the allowance on what you need.

Keep exploring

More data sources

All data sources

Your Attio data already has the answers.

Connect it, ask your first question, and pin the answers you want to see every week.

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