Synchronize Deals
Learn how to synchronize deals with DinMo
With this destination service, DinMo will update deal attribute values in the Attio Deals table, and optionally insert new deals if they do not already exist.
To create such an activation, you will need to go through these three steps:
Creating an Attio destination, with the correct destination service. Refer to the corresponding section for more info.
Creating a segment composed of all the records and their attributes that will be updated in Attio. Refer to this step-by-step tutorial to learn how to build segments without SQL in DinMo.
Activating the segment to the Attio destination to start sending data. Refer to the corresponding section for more info.
Each time the activation runs:
New deals will be created
Existing deals will be updated, if necessary
Destination setup
To start synchronizing deals, you are first required to create an Attio destination with the corresponding destination service.
Activation Configuration
Once the destination has been setup, and your DinMo segment created, you can create an activation to start sending data to Attio right away.
The deal object must be activated in your Attio Account.
Deals need a unique key to be identifiable.
If there is no option available in the Matching attribute section, that is because you must create or set a unique attribute in the Deals object first.
The Record ID cannot be used as the matching atribute.
Field mapping
In the Fields mapping section, you are asked to specify the field contained in your DinMo segment corresponding to several information in Attio:
The name of the deal
The stage of the deal, for instance Lead, In Progress, Won, etc. ⚠️ You must use exactly the same wording as in Attio to match a specific deal. You can't create new status directly from DinMo
The deal owner, who must be an active Users in Attio
The matching attribute chosen at the step 1
These fields will be used to link the segment's records to existing records in Attio or to create new ones.
Once these 4 fields are mapped, you can easily map any other field available in Attio.
Scheduling
Define how frequently your data is updated in Attio. With each scheduled update:
(Insert) DinMo will insert new Deals, with their custom attributes
(Update) All attributes values that have changed since the last activation will be updated in existing Deals
DinMo will stop updating any Deal who is no longer in the source model/segment.
Warnings
In this section, specify if you want to receive warning for your Attio activation.
Consult the specific section to learn more about sync warnings.
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