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CRM

Attio

Automatically create and update Attio people and companies when forms are submitted. Keep your CRM data in sync with a modern, relationship-focused approach.

01
How it works

From form submission to Attio.

1

Connect your Attio workspace via OAuth authentication

2

Grant OrbitForms permission to create and update records

3

Map your form fields to Attio attributes

4

Email is required for people, domain for companies

5

Enable the integration - new submissions automatically sync to Attio

02
Features

What you get.

  • Automatic people and company creation
  • Custom field mapping to any Attio attribute
  • Notes attached to records with submission details
  • Duplicate detection and smart merging
  • Real-time sync on form submission
  • OAuth-based secure connection
03
Use cases

When teams use it.

1

Capture leads directly into your Attio workspace

2

Create company records from form submissions

3

Update existing records with new information

4

Track form submissions as notes on records

Workflows

Works with Workflows.

Add Attio as a destination in your workflows to sync enriched and qualified leads.

  • Only sync leads to Attio after AI qualification
  • Add enriched company data from Clay before syncing
  • Route leads to different record types based on form responses
Learn more about workflows
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