CRM · docs read 9 November 2026
Demo no-show, speed-to-lead and form-to-CRM checks for Attio
Attio holds the demo-request records and lists, can auto-assign them with a workflow Round robin step, and syncs reps' Google/Microsoft 365 calendars so demo meetings appear on person and company records. Below: what Attio's own docs say about speed to lead, routing and owner assignment, where a no-show is recorded, the ways a demo funnel in Attio usually leaks, and which free check to run on your own numbers.
Checks to run with your Attio data
Demo Request Response Check
How long does a contractor who asks for a demo wait to hear back?
What to bring from Attio
- Person and Company records carry system interaction attributes first_email_interaction, last_email_interaction, first_calendar_interaction, last_calendar_interaction and next_calendar_interaction, each with an interacted_at ISO8601 timestamp and an owner_actor.[6]
- These interaction attributes are enriched and not available on every billing plan, and they cannot be written through the API; Attio creates them from synced email and calendar.[6]
- Request time is the record's creation (the Record created trigger passes the new record); compare it with the first email or calendar interaction pulled through the API, because enriched attributes export as blank cells in CSV.[4][5][6]
Demo No-Show Check
Why do owners book a demo and then not turn up?
What to bring from Attio
- Attio has no documented no-show flag; held vs no-show has to be a list attribute or status you add (for example on a Demos list), which then exports with the view and fires list-entry.updated when changed.[3][4]
Held-Demo Leak Finder
You booked more demos. Why didn't more owners show up and buy?
What to bring from Attio
- Attio has no documented no-show flag; held vs no-show has to be a list attribute or status you add (for example on a Demos list), which then exports with the view and fires list-entry.updated when changed.[3][4]
Lead Form to CRM Match
Did every demo request from your site actually reach your CRM?
What to bring from Attio
- Add the email and created-date columns to a People or demo-list view, save it for everyone, then Export view as CSV and match it against the form CSV by email and date.[4]
Also free: Trial Stall Check. Nothing you enter in a tool leaves your browser.
Speed to lead in Attio
- Workflows can start on the Record created trigger (or Record added to list) and then use the Round robin step and a Create task step, so a new demo request gets an owner and a to-do the moment it lands.[5]
- Attio can also send a webhook on record.created and list-entry.created, so an external alert (chat, SMS) can fire on a new request.[2][3]
Routing and owner assignment in Attio
- The workflow Round robin step selects one workspace member per run and spreads selections evenly across a rota of members and teams; it picks whoever has gone longest without being picked, a newly added member is picked next, and publishing a new workflow version does not reset the rota.[5]
Where a no-show is recorded in Attio
- Synced, non-private calendar events appear on the Activity tab of linked person and company records; private calendar events are not synced.[7]
- The only meeting trigger in workflows is Call recording created, which fires only for calls that were recorded and transcribed; call recording requires the Pro or Enterprise plan.[5][7]
- Activity triggers and activity steps need the Plus, Pro or Enterprise plan and do not cover meetings logged with the Log meeting button.[5]
Webhooks and triggers in Attio
- Delivery is at-least-once; the Idempotency-Key header stays the same across retries, requests are signed with HMAC SHA256 in the Attio-Signature header, target URLs must be HTTPS and Attio enforces a 5-second timeout.[1]
- Non-2xx responses are retried up to 10 times with exponential backoff over roughly 3 days, after which the webhook is marked degraded and Attio sends an email.[1]
- Webhook filters ($and / $or on fields such as actor.type) can only be created and viewed through the API, not the settings page.[1]
- V1 list events entry.created, entry-attribute.updated and entry.deleted are deprecated in favour of list-entry.created, list-entry.updated and list-entry.deleted.[1]
| Event or trigger | When it fires |
|---|---|
| record.created | a record (e.g. a person or deal) was created |
| record.updated | an attribute on a record changed |
| list-entry.created | a record was added to a list (e.g. a demo-request list) |
| list-entry.updated | a list attribute changed on an entry, e.g. Owner or a stage |
| task.created | a task was created |
| call-recording.created | a call recording finished processing (transcript and summary ready, or permanently failed) |
| note.created | a note was created |
Getting form requests and CRM records out in Attio
- Any table or kanban view can be exported via Import / Export > Export view as CSV (or Excel); every visible column becomes a column in the file, so save the view for everyone first so filters are kept. Exporting is available on all plans.[4]
- On Enterprise, admins can turn on Disable data exports for non-admins under Workspace settings > Security > Advanced data controls; Protect CSV exports against formula injection (off by default) prefixes text values in exports.[4]
How a demo funnel in Attio usually leaks
First-reply timestamps export blank
The first_email_interaction / first_calendar_interaction attributes are enriched, and Attio's export page says enriched attributes export as blank cells.[4][6]
Fix: Pull interacted_at through the API (or record a manual 'first reply' date attribute) instead of relying on the CSV.
Private or unsynced calendars hide demos
Private calendar events are not synced and Microsoft 365 shared inboxes cannot be synced, so demos booked on those calendars never appear on the lead's record.[7]
Fix: Have every rep connect a non-shared Google or Microsoft 365 account and keep demo invites non-private.
Logged meetings don't trigger workflows
Activity triggers need Plus, Pro or Enterprise and don't cover meetings logged with the Log meeting button; the only meeting trigger is Call recording created, which needs a recorded and transcribed call.[5]
Fix: Drive held/no-show automation from a list attribute you change, not from meeting activity.
Webhook filters are API-only
You cannot see or set webhook filters on the settings page, so a subscription made in the UI fires on every record.created in the workspace.[1]
Fix: Create the subscription with a filter through the API, or filter on your side using the Idempotency-Key to dedupe.
Sources
Attio's own documentation, read on 9 November 2026. Products change menus, plans and limits; if your account shows something different, your account wins.
Rather have someone look at your Attio setup?
Tell me how a demo with a contractor owner gets booked at your company today, and within 48 hours I'll send a free written review: what I'd fix first in how requests are answered, reminded and followed up.
Not affiliated with Attio; product names belong to their owners. This is a sales-process checklist built from public docs: not a security audit, legal, compliance or investment advice.