What gets indexed
- Companies (name, domains, description, categories, estimated ARR, location)
- People (name, email, phone, job title, company associations, location)
- Deals (name, value, pipeline stage, expected close date, owner, associated companies and people)
- Notes and tasks (embedded within deal records)
Setup
You must be a workspace admin in Attio to authorize the Grapevine integration.
1
Enable required objects in Attio
Before connecting, ensure the objects you want to index are enabled in your Attio workspace:
- In Attio, go to Workspace settings > Data > Objects
- Enable the objects you want Grapevine to index (Companies, People, Deals)
2
Connect to Grapevine
- In Grapevine, go to Integrations and click on Attio
- Click Connect Attio Account
- You’ll be redirected to Attio for authorization
3
Authorize the app
- Log into Attio (if needed)
- Review the requested permissions
- Click Allow to authorize
- You’ll be redirected back to Grapevine
4
Indexing begins
Grapevine will automatically begin indexing your Attio data. The initial sync may take time depending on the amount of data in your workspace.
Permissions
The Attio connector requests the following OAuth scopes:| Scope | Access | Purpose |
|---|---|---|
| User Management | Read | View workspace members for attribution |
| Records | Read | Access companies, people, and deals |
| Object Configuration | Read | Read object schemas and attributes |
| List Entries | Read | Access list entries and pipeline data |
| List Configuration | Read | Read list and pipeline configurations |
| Comments | Read | Access comments and threads on records |
| Notes | Read | Read notes attached to records |
| Tasks | Read | Read tasks linked to records |
| Meetings | Read | Access meeting records |
| Call Recordings | Read | Access call recordings and transcripts |
| Webhooks | Read-write | Register webhooks for real-time updates |
Some scopes like Webhooks and Call Recordings are requested to support future features such as real-time sync and meeting transcript indexing. Grapevine only requests read access where possible and never modifies your Attio data.
Sync behavior
- Initial sync - Indexes all available records from enabled objects
- Incremental updates - New and updated records are synced periodically
- Deletions - Deleted records are removed from the index automatically
Object availability by plan
Attio has different object availability based on your subscription plan:| Plan | Available Objects |
|---|---|
| Free | Companies, People + 1 additional (Deals, Users, or Workspaces) |
| Plus | Companies, People + 3 additional (Deals, Users, Workspaces) |
| Pro | Up to 12 standard objects + custom objects |
If an object is not enabled in your Attio workspace, Grapevine will gracefully skip it and continue indexing the objects that are available.
Limitations
- Custom objects are not currently indexed
- Only records from enabled standard objects are indexed
- Notes and tasks are embedded within deal documents rather than indexed separately