GTM Grid

What it does

A synced table mirrors an Attio source into your grid. Records pull in as rows, the attributes you choose become columns, and the table refreshes automatically every day (plus a manual Sync now whenever you want it). Everything you build on top — AI enrichment columns, research columns, notes — belongs to the grid and survives every re-sync.

Connecting Attio

1. In GTM Grid, open New table → From your CRM and pick Attio.
2. Your browser opens Attio’s consent screen. GTM Grid requests read-only access: records, object and list configuration, and workspace members (so “Owner” columns can show names). No write or delete permissions are ever requested.
3. Approve, and you’re bounced straight back into the app.

The connection is workspace-wide: one teammate connects once, and everyone in your GTM Grid workspace can create synced tables from it. The person connecting needs permission to authorize apps in your Attio workspace.

Creating a synced table

• Choose a source — any object (People, Companies, Deals, custom objects) or any list. Lists are ideal for narrowing big objects to the records that matter.
• Map fields to columns — recommended fields are pre-selected, with live sample values so you can see exactly what each column will hold.
• Add filters (optional) — six operators (is, is not, contains, is known, is unknown, after) so only matching records sync.
• Pick duplicate handling:
  • Update existing — match records to rows on a key (like email or domain) and refresh changed fields. This is the default and what most teams want.
  • Skip existing — only add records the grid hasn’t seen.
  • Always create — import every record as a new row. These tables sync on demand only (a daily re-import would duplicate your data).

How syncing behaves

• Synced tables refresh daily at 09:00 UTC, plus manual Sync now.
• Columns synced from Attio are read-only in the grid — they always reflect your CRM. Columns you add are fully editable and enrichable.
• Records deleted in Attio (or that stop matching your filters) are never deleted from the grid — their rows are flagged as no longer in Attio, and all your enrichment work is preserved.
• Each table has a sync log showing what every run did — records added, updated, skipped, or flagged — in plain English, with one-click retry.
• Synced tables hold up to 10,000 records on the Team plan and 50,000 on larger plans. Use lists or filters to narrow bigger objects.

Security & data

• The connection is strictly read-only — GTM Grid cannot write to, update, or delete anything in Attio.
• Access tokens are encrypted at rest and scoped to your workspace. Disconnecting (from Attio’s settings, or by removing the credential in GTM Grid) stops all syncing immediately.
• Synced data lives in your GTM Grid workspace and is never shared across tenants.

Troubleshooting

• “Reconnect Attio to resume syncing” — the connection was revoked or expired. Click Reconnect on the table’s banner and re-approve; syncing resumes automatically.
• “N fields could not be mapped” — an attribute was deleted or renamed in Attio. Everything else keeps syncing; recreate the sync to pick up the new schema.
• A source no longer exists — if an object or list is deleted in Attio, the table pauses with a clear message. Your rows stay; pick a new source or remove the sync.

Questions? Email morgan@trigify.io — we read everything.