What does this Attio automation do?
A new Typeform submission creates an Attio record and adds it to your pipeline list.
What can you do with it?
- Put every form lead in the CRM
- Add the lead to the pipeline in the same run
- Skip manual data entry
The Steps
This automation runs in 3 steps:
- When Typeform: New Submission
- Then Attio: Create Record
- Then Attio: Add Record to List
Who is this automation for?
Built for marketing teams that capture leads with forms. A new Typeform submission creates an Attio record and adds it to your pipeline list.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Submission" from Typeform.
- Add the action "Create Record" from Attio.
- Add the action "Add Record to List" from Attio.
- Connect your Attio account when prompted, then enable the toggle in the top-right corner.
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