Attio
Filament

Ask questions about your Attio data

Connect Attio to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Setup in minutes

Attio tracks your relationships and pipeline, but understanding which marketing channels fill your CRM with qualified leads or how deal velocity varies by source requires connecting to your ad platforms and analytics tools. Filament links your Attio data to your marketing stack and answers questions about attribution, pipeline quality, and conversion patterns in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Attio KPIs with Filament Analytics

Connect your Attio account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Attio metrics you can track in Filament:

People Records
Track individual contacts with email addresses, phone numbers, job titles, company associations, and custom attribute values for relationship analysis.
records:
email_addressesphone_numbersjob_titlecompany_idcustom_attributes
Company Records
Analyze organizations with domain names, industry classifications, employee counts, relationship status, and custom company fields for pipeline segmentation.
records:
domainindustryemployee_countrelationship_statuscustom_fields
Lists and Segments
Track both system and custom lists with member associations, list types, entry dates, and filter criteria for cohort analysis.
records:
list_namelist_typemember_countentry_datefilter_rules
Notes and Comments
Analyze relationship interactions with note content, timestamps, author details, associated records, and parent entries for engagement tracking.
records:
note_contentcreated_atauthor_idparent_objectlinked_records
Tasks and Activities
Monitor team activity with task descriptions, status values, assignee details, due dates, and completion timestamps for velocity metrics.
records:
task_descriptionstatusassignee_iddue_datecompleted_at
Entry Interactions
Track relationship history with interaction types, timestamps, participant details, and associated records for relationship strength scoring.
records:
interaction_typeinteraction_dateparticipantsrelated_entriesinteraction_count
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Combine Attio with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Attio lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Attio data gets even more powerful when combined with other tools:

Attio
Google Ads

Attio + Google Ads

Connect Attio people and company records with Google Ads campaign data to see which keywords and ad groups generate the most qualified leads in your CRM.

Attio
HubSpot

Attio + HubSpot

Connect Attio relationship data with HubSpot marketing automation to analyze how email campaigns and content engagement affect deal progression and close rates.

Attio
Stripe

Attio + Stripe

Connect Attio company records with Stripe revenue data to track which relationship attributes and interaction patterns correlate with customer lifetime value.

Benefits of Filament's Attio Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Attio account

Connect your Attio account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Attio data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Attio dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Attio integration FAQ

Everything you need to know about connecting Attio with Filament and getting the most out of your data.