> ## Documentation Index
> Fetch the complete documentation index at: https://help.gowindmill.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Attio

> Connect Attio to Windmill to sync CRM records, deals, and customer activity so Windy can surface revenue context in recaps, 1:1s, and performance reviews.

## 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

Windmill turns Attio activity into trackable context so feedback and evaluations reflect real customer-impacting work.

## 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.

<Info>
  Learn more about [how Windmill syncs deals from Attio](/data/deals).
</Info>

## 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

<AccordionGroup>
  <Accordion title="Does Windmill write anything back to Attio?">
    No. The integration is strictly read-only.
  </Accordion>

  <Accordion title="Does Windmill ingest or store email content?">
    No. Windmill only ingests metadata, summaries, or notes — *not* full message bodies.
  </Accordion>

  <Accordion title="How often does data sync?">
    Continuously. Updates appear in Windmill shortly after they occur in Attio.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="What happens if a rep leaves?">
    Their historical activity remains attributed for context, but Windmill stops associating new activity once they are marked inactive.
  </Accordion>
</AccordionGroup>

***