Sep 01 2023
As a product-led company with a free plan we reached the point where our GTM team was missing a CRM to manage their relationship with customers. We tried a few CRMs but we couldn't find one that was a good fit for us.
Our requirements were:
At first we started using Hubspot. It was a good fit to track a small pipeline of deals but it didn't allow us to connect our product data to the CRM in the way we wanted.
The limitation we faced was that companies in Hubspot are unique by their domain. This means that if you can't really have two companies with the same domain.
This was a problem for us because the way or product usage data is structured is that we have a company ID and a user ID. This means that if we have two companies in June that a user belongs to, we can't send the data to Hubspot because it would create a conflict.
Entering Attio's custom objects
Attio offers an extremely flexible data model that allowed us to solve this problem. In Attio you can create custom objects that can be linked to companies. This means that we can create a custom object called "Workspaces" and link it to the company in Attio.
With this seemingly small change we were able to solve our problem. We can now send all of our product data to Attio and link it to the company.
What we've been able to do with this is the create some really powerful views in Attio, powered by our June data.
Our most useful views
These are some of the views in Attio we get the most value from:
The best part of this is that all of this is powered by the June app and we don't have to do any manual work to keep it up to date.
How to set this up
Right now only a handful of our customers are using this integration but we're planning to open it up to everyone in the next few weeks.
For everyone that used it it's been a game changer and has unlocked $100k+ in pipeline that people couldn't see before.
If this is something you're interested in reach out via Intercom and we'll help you set it up.
Alberto Incisa della Rocchetta
Product & Growth
SOC 2 Type II