Attio Integration

Pro

Sync form submissions to your Attio CRM

The Attio integration automatically creates and updates people and companies in your Attio workspace when forms are submitted. Keep your CRM data in sync with a modern, relationship-focused approach.

Key Features

People & Companies

Create and update both record types

Custom Field Mapping

Map form fields to any Attio attribute

Automatic Notes

Add notes with submission details

Workflow Integration

Use in automated workflows

Setting Up the Integration

Connect your Attio workspace

Go to Integrations in your dashboard and click "Connect" on the Attio integration. Authorize Orbit AI to access your workspace.

Choose record type

Select whether you want to create People or Companies from form submissions.

Map your fields

Map your form fields to Attio attributes. Email is required for people, domain for companies.

Configure settings

Choose duplicate handling behavior and whether to create notes with submission details.

Record Types

People

Create individual contact records. Requires an email address for identification and duplicate detection.

Companies

Create organization records. Uses domain or company name for identification and duplicate detection.

Duplicate Handling

Option	Behavior
Update	Merge new data into the existing record
Skip	Keep the existing record unchanged
Create New	Create a new record anyway (may result in duplicates)

Using Attio in Workflows

For advanced use cases, you can add Attio as a destination in your workflows. This allows you to:

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
Combine with other actions like Slack notifications

Troubleshooting

Records not being created?

Make sure email (for people) or domain/company name (for companies) is present in your form and mapped correctly.

Duplicate records appearing?

Check your duplicate handling setting. "Update" will merge data into existing records instead of creating duplicates.

Integration was disconnected?

A workspace admin may have revoked permissions. Reconnect from the Integrations page to restore access.

Field data not appearing in Attio?

Verify your field mappings in the integration settings. Ensure form field names match your configuration.

Required Permissions

When you authorize Orbit AI, we request the following Attio permissions:

Permission	Why we need it
`record_permission:read`	Search for existing records
`record_permission:read_write`	Create and update records
`object_configuration:read`	List available attributes for mapping
`user_management:read`	Display workspace information

Next Steps

Slack Integration

Get notified in Slack

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