Benefits of Connecting Attio to Windmill
Connecting Attio to Windmill brings relationship and deal activity into performance conversations — ensuring customer-facing work gets the recognition it deserves, without manual reporting.- Automatically captures contributions to customer relationships, deals, and accounts
- Eliminates manual note aggregation for performance reviews or promotion cycles
- Ensures employees get credit for the work that happens in calls, emails, and CRM updates
- Helps managers coach more effectively using real customer context
- Makes performance reviews more objective and grounded in measurable interactions
Connected Data
When connected, Windmill securely reads the following information from Attio:| Data Type | How Windmill Uses It |
|---|---|
| Account + contact ownership | Shows who is responsible for which customers and relationships |
| Email + meeting activity metadata (not content) | Highlights engagement, follow-through, and responsiveness trends |
| Pipeline stages + deal status changes | Surfaces momentum, progress, and conversion patterns |
| Tasks + notes tied to accounts or deals | Adds qualitative context for coaching and review narratives |
Windmill does not ingest full email content. Only metadata and summaries where authorized.
Permissions
Windmill requests read-only access to relevant Attio objects.| Permission | Purpose |
|---|---|
| Read access to selected account and deal records | To reflect customer-impacting work in reviews and coaching |
| Read access to interaction metadata (meetings, emails, notes) | To surface progress and follow-through patterns |
| No write access | Windmill never edits or updates any data in Attio |
| Scoped object and workspace access | You control which pipelines, lists, and teams are synced |
Windmill only collects context necessary for performance and coaching — not full CRM data exports.
FAQs
Does Windmill write anything back to Attio?No. The integration is strictly read-only. Does Windmill ingest or store email content?
No. Windmill only ingests metadata, summaries, or notes — not full message bodies. How often does data sync?
Continuously. Updates appear in Windmill shortly after they occur in Attio. Is this secure?
Yes. Data is encrypted in transit and at rest. Windmill meets SOC 2-level security standards and follows least-privilege access principles. What happens if a rep leaves?
Their historical activity remains attributed for context, but Windmill stops associating new activity once they are marked inactive.