Journeybee

JourneyBee is a partner relationship management platform that integrates with Attio to streamline partner collaboration, onboarding, and revenue generation. It automates partner operations across referrals, resellers, distributors, and ISVs with no-code workflows, customizable partner portals, and digital sales rooms.

The platform consolidates partner data within Attio, automates lead matching, and runs end-to-end engagement workflows. Sales teams get real-time partner intelligence directly in their Attio CRM for true co-selling and a single source of truth for partnership revenue.

Transform Attio into a Complete Partner Ecosystem with Journeybee

Journeybee’s Attio integration turns your CRM into a full-featured Partner Relationship Management (PRM) platform. Launch custom, white-labeled portals that let partners register deals, access resources, and collaborate right alongside your sales team.

Unlock Your Attio's Partnership Potential:

• Automated Deal Flow: Partner leads sync automatically into Attio with full attribution, eliminating manual data entry.
• Seamless Collaboration: Partners manage deals, activities, and contacts through their portal while your team works in Attio's familiar interface.
• LMS and Resources: Deliver targeted resources, sales tools, and training materials based on partner type, stage, or performance - all managed through automated workflows that respond to Attio data.
• Seamless Partner Experience: Partners access their personalised portal and collaborate on deals without needing individual Attio licenses, making participation cost-effective and barrier-free.
• Real-Time Sync & Insights: Maintain Attio as your single source of truth with bi-directional data sync, while gaining clear visibility into partner performance, revenue contribution, and engagement metrics.
• Custom Branded Portals: Create professional, white-labeled partner experiences that reflect your brand and can be embedded directly into your existing workflows.

1. Login to your Journeybee Account
2. Go to Settings then Integrations.
3. Click "Connect" on the Attio Integration.
4. You will be re-directed to your Attio account to accept the permission set and install the integration.
5. The installation will create the required custom fields and filters on your Attio objects (Person, Company, Deals, Custom)
6. Once installed, you will be re-directed back to Journeybee and see the configuration page.
7. Select which objects in Journeybee and Attio that you want to sync between the platforms.
8. Click save and the integration will work in the background