This integration requires a Pro plan.
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.
Map your fields
Map your form fields to Attio attributes. Email is required for people, domain for companies.
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
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 |
