Attio
Scoop is able to grab your data from Attio to enable sophisticated visualization and analysis.
Attio Objects
Scoop allows you to extract all main objects in Attio:
- Deals
- Companies
- People
- Users
Typical Use Cases with Attio Only
Typical use cases for Scoop with Attio data only include:
- General sales reporting with better visuals and analysis
- Weekly forecasting or pipeline views that leverage snapshotting to review changes
- Snapshotting any/all attributes on any object like Opportunities
- Analyzing sales processes to understand conversion rates and cycle times
Combining Attio data with other types of data opens up very powerful analysis options that can really help a marketer optimize their performance.
Attio Snapshotting
One of the biggest uses of Scoop for Attio is snapshotting. Scoop can snapshot your deals automatically. This allows for critical analysis of fundamental sales processes by understanding how things change in a sales process and why. Scoop allows Attio users to snapshot their deals and detect, track and report on all changes, how fast those changes occur and at what rates - allowing deep insights into the sales process.
Connecting to Attio
To connect to Attio as a datasource, create a new dataset linked to Attio. First, on the datasets page, select applications as a source:
Next, select Attio:
Selecting an Object and Fields
After selecting Attio, you can select which object you want to extract and which fields you wish to extract. Please note that Scoop will automatically snapshot your Deals object and will synchronize your Companies, People and Users.
Updated 28 days ago