Revo

Revo is an AI superintelligence workspace that compounds organizational knowledge for product teams, turning fragmented data into persistent insights and aligned actions. Our Attio integration syncs your CRM deals, relationships, and customer data seamlessly into Revo's Intelligence Modules—eliminating silos and enabling AI-driven analysis across tools like Jira or Slack.

Imagine pulling Attio pipeline trends to auto-generate PRDs, flag churn risks from interaction data, or create workflows that update deals based on product feedback. This bidirectional sync lets you push Revo insights (e.g., sentiment analyses or prioritization scores) back to Attio, creating a living loop that gets smarter over time. Ideal for revenue-focused productマネ teams in startups and enterprises, it saves hours on manual aggregation, reduces misalignment, and accelerates shipping by tying customer intel directly to roadmaps. With OAuth setup and SOC 2 compliance, it's secure and scalable—no more jumping between apps. Unlock superintelligence for your CRM data today.

Revo's Attio integration works by securely syncing CRM data via OAuth, processing it through our AI modules, and enabling automations for product teams. Here's the flow:

1. Connection Setup: From Revo's Integrations settings, connect Attio—grant scopes for reading/writing deals, contacts, and notes. Revo pulls initial data (e.g., pipelines, interactions) into dedicated modules.
2. Data Syncing: Real-time or scheduled pulls bring Attio objects into Revo. For example, sync deal stages for trend analysis or customer notes for sentiment insights. Bidirectional: Push Revo-generated data (e.g., AI-prioritized tasks) back as Attio updates or comments.
3. AI Processing: Revo's modules compound Attio data with other sources—e.g., cross-reference deal feedback with Jira issues to auto-flag product gaps or generate reports like "Top customer pains from Q3 deals."
4. Workflows & Insights: Build no-code automations, such as alerting on stalled deals or creating PRDs from interaction trends. Proactive suggestions appear in chat (e.g., "This Attio deal mentions feature X—add to roadmap?").
5. Security & Revocation: Data is encrypted, access-logged, and ephemeral—revoke anytime via Revo or Attio dashboards.

This creates a unified CRM-product brain, evolving smarter with every sync.

Setting up the Revo-Attio integration is quick and secure—takes under 5 minutes. Follow these steps:

1. Access Integrations in Revo: Log into your Revo workspace, go to Settings > Integrations, and search for Attio.
2. Connect Account: Click 'Connect'—you'll be redirected to Attio for OAuth authorization. Log in and grant permissions (e.g., read/write on deals, contacts). Revo uses minimal scopes for security.
3. Configure Sync Settings: Choose data to sync (e.g., specific pipelines, custom fields) and set frequency (real-time via webhooks or scheduled). Map Attio objects to Revo modules (e.g., deals to Insights).
4. Test the Connection: Run a manual sync to verify—Revo will pull sample data and generate a test insight. Check for errors in the integration status log.
5. Customize Workflows: In Revo, create automations (e.g., "On new Attio deal, analyze notes and flag product trends"). Add human approvals if needed.
6. Troubleshoot/Revoke: If issues arise, check Revo's logs or Attio's audit trail. Revoke via Revo settings or Attio apps page—data sync stops immediately.

For advanced setups (e.g., custom mappings), contact Revo support. No coding required—start compounding Attio data today!