Overview
FunnelStory is a Customer Success and Revenue Intelligence platform that helps B2B SaaS teams eliminate surprise churn and drive net revenue retention.
By combining product usage signals, communication data, and CRM context, FunnelStory creates a 360-degree view of your customer health. This integration connects your Attio CRM data directly to FunnelStory, ensuring your customer success and sales teams always have the most up-to-date account context, revenue metrics, and stakeholder information without manual data entry.
How it works
FunnelStory will sync the following data from Attio to build a comprehensive Customer Intelligence Graph:
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Companies: FunnelStory imports Company records to map your accounts, including firmographic details (e.g., ARR, employee count, industry) and account status.
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People: Stakeholder data is synced to map key contacts to their respective accounts, allowing FunnelStory to track engagement and identify champion risks.
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Deals: (Optional) Active and historical deal data is ingested to correlate product usage trends with revenue outcomes and renewal dates.
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Users: FunnelStory maps Attio Users to product activity, helping you spot which stakeholders are adopting your platform and which are at risk of churning.
Configure
To configure this integration, you need an active FunnelStory workspace. You will add the Attio connection inside FunnelStory and authorize access from there.