Sync your Attio deals with Introzy to track referral partnerships, manage pipelines, and calculate partner commissions.
Table of Contents
Overview
The Introzy Attio integration allows you to:
Sync deals from Attio to Introzy (manually or automatically)
Map pipelines - Send deals to specific Introzy pipelines (Sales, Referral, Advocacy, etc.)
Map stages - Translate Attio deal stages to Introzy pipeline stages
Track referral partners - Link deals to the partner who referred them
View partner stats - See total revenue and deal counts for referral partners directly in Attio
Installation
Install the Introzy App in your Attio workspace from the Attio AppStore or via private link
Navigate to Settings → Apps → Introzy
Configure the required settings (see Configuration below)
Configuration
Access the Introzy app settings in Attio: Settings → Apps → Introzy
Required Settings
Setting | Description |
Introzy API Key | Your Introzy API key. Generate one at |
Optional Settings
Setting | Description | Default |
Introzy Base URL | Override the Introzy API URL (useful for testing) |
|
Target Pipeline | Which Introzy pipeline to send deals to |
|
Stage Mappings | Map Attio stages to Introzy stages (see Pipeline & Stage Mapping) | Uses first stage |
Deal Value Field Slug | Attio field slug for deal value |
|
Deal Stage Field Slug | Attio field slug for deal stage |
|
Referral Partner Field Slug | Attio field for referral partner email (REFERRAL pipeline only) | — |
Syncing Deals
There are two ways to sync deals from Attio to Introzy:
Manual Sync (Button)
Open any Deal record in Attio
Click the ⋯ menu (three dots) in the top-right
Select "Send to Introzy"
The deal will be created or updated in Introzy
Notes:
If the deal already exists in Introzy (matched by Attio record ID), it will be updated
If it's new, it will be created
You'll see a confirmation toast with the result
Automatic Sync (Webhooks)
Set up an Attio Workflow to automatically sync deals when they're created or updated.
Step 1: Create a Workflow
Go to Automations → Workflows in Attio
Click "Create workflow"
Choose a trigger:
"Record created" on Deals object
"Record updated" on Deals object (for stage changes)
"Record matched filter" for specific conditions
Step 2: Add HTTP Request Action
Add an "HTTP request" action with these settings:
Field | Value |
Method |
|
URL |
|
Step 3: Configure Headers
Add this header:
Header | Value |
|
|
Replace YOUR_INTROZY_API_KEY with your actual API key (e.g., Bearer introzy_abc123...)
Step 4: Configure Request Body
Use this JSON template for the body:
{
"deal_name": "{{record.name}}",
"contact_person_email": "{{record.associated_people[0].email_addresses[0].email_address}}",
"attio_record_id": "{{record.id.record_id}}",
"deal_value": "{{record.value.currency_value}}",
"introzy_pipeline": "REFERRAL",
"attio_stage_name": "{{record.stage.status.title}}"
}
Webhook Payload Reference
Field | Required | Description | Example |
| ✅ Yes | The deal name |
|
| ✅ Yes | Email of the linked contact/person | |
| Recommended | Attio record ID (enables upsert) |
|
| Optional | Monetary value of the deal |
|
| Optional | Target pipeline |
|
| Optional | Attio stage name (for mapping) |
|
| Optional | Stage mapping string |
|
| Optional | Referral partner's email | |
| Optional | Contact's name (if creating new) |
|
Pipeline & Stage Mapping
Selecting a Pipeline
Set the Target Pipeline in app settings to one of:
Pipeline | Description |
| Standard sales deals |
| Deals from referral partners (supports partner tracking) |
| Customer advocacy program deals |
| Integration partnership deals |
| General partner deals |
Mapping Stages
Map your Attio deal stages to Introzy pipeline stages using the Stage Mappings setting.
Format
AttioStage1:IntrozyStage1,AttioStage2:IntrozyStage2
Example
If your Attio stages are Lead, In Progress, Won, Lost and your Introzy SALES pipeline has Qualifying, Negotiating, Closed Won, Closed Lost:
Lead:Qualifying,In Progress:Negotiating,Won:Closed Won,Lost:Closed Lost
Finding Your Introzy Stage Names
Go to Settings → Pipelines in Introzy
Select your pipeline
Note the exact stage names (case-sensitive)
Notes
Stage names are case-insensitive for matching
If no mapping matches, the deal is placed in the first stage of the pipeline
Stage mappings can also be included in webhook payloads for per-request customization
Referral Partner Tracking
When using the REFERRAL pipeline, you can link deals to the partner who referred them.
Setup
In Attio, create a Person field on your Deals object (e.g., "Referral Partner")
In Introzy app settings, set Referral Partner Field Slug to that field's slug
When syncing deals, the partner's email will be used to find or create the connection in Introzy
How It Works
When a REFERRAL deal syncs with a partner email:
Introzy looks up the partner by email
If found, creates a Connection linking the partner to the deal
The partner becomes the "Connector" on the deal
This enables:
Partner commission tracking
Revenue attribution to partners
Partner stats in the Attio widget
For Webhooks
Include the referral_partner_email field:
{
"deal_name": "Referred Deal",
"contact_person_email": "[email protected]",
"introzy_pipeline": "REFERRAL",
"referral_partner_email": "[email protected]"
}
Partner Stats Widget
When viewing a Person record in Attio that is a referral partner in Introzy, you'll see a widget showing:
Total deals they've referred
Total revenue from their referred deals (sum of deal values)
Requirements
The person must exist in Introzy as a contact
They must be the "Connector" on at least one deal
Your Introzy API key must have permission to read partner data
Troubleshooting
"Could Not Fetch Deal" Error
Cause: Usually a configuration issue.
Solutions:
Verify your Introzy API Key is correct
Check that the API key has the necessary permissions
If using REFERRAL pipeline without a partner, ensure "Referral Partner Field Slug" is left empty or the field exists on your deal
Deal Value Not Syncing
Cause: Attio field slug doesn't match.
Solutions:
Check your deal's value field slug in Attio (inspect the field settings)
Set Deal Value Field Slug in app settings to match
Common slugs:
value,deal_value,amount
Stage Not Updating
Cause: Stage mapping not configured or stage names don't match.
Solutions:
Verify Deal Stage Field Slug matches your Attio stage field
Check Stage Mappings format:
AttioStage:IntrozyStage,AttioStage2:IntrozyStage2Ensure Introzy stage names are spelled exactly as they appear in Settings → Pipelines
Webhook Returns 401 Unauthorized
Cause: Invalid or missing API key.
Solutions:
Format must be:
Bearer YOUR_API_KEY(with space after "Bearer")API key format:
introzy_xxxx...Generate a new key at Settings → API Keys if needed
Webhook Returns 400 Bad Request
Cause: Missing required fields.
Solutions:
Ensure
deal_nameis included and non-emptyEnsure
contact_person_emailis included and non-emptyCheck the error message for which field is missing
Webhook Returns 307 Redirect
Cause: Incorrect URL (usually missing /api/attio/deals).
Solution: Use the full URL: https://app.introzy.com/api/attio/deals
Partner Stats Show $0 Revenue
Cause: Partner isn't linked as the Connector on any deals.
Solutions:
Verify the partner is the "Connector" (createdBy) on deals, not just a contact
Check that deals have a
connectionIdlinking to a Connection where the partner iscreatedByEnsure deals have been sent to Finance in Introzy
Need Help?
Introzy Support: [email protected]
Documentation: https://docs.introzy.com
API Reference: https://app.introzy.com/api/docs