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Overview

Connect Orbit AI to Attio to automatically create and update people and companies when forms are submitted. Our OAuth-based integration keeps your CRM data in sync with minimal effort, supporting field mapping, duplicate handling, and optional notes on each record.

Create People

Automatically add new contacts to Attio.

Create Companies

Build your company database from submissions.

Smart Duplicate Handling

Update, skip, or create new records.

Attach Notes

Add submission details as notes on records.

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Choose Your Integration Method

Attio can be set up in two ways. Choose based on your needs:

Integration Page

Connect Attio globally and configure it for each form. All submissions sync directly to your CRM.Best for:
  • Simple 1:1 form-to-CRM sync
  • Capturing all leads without filtering
  • Quick setup with OAuth connection
Set up via Integration Page

Workflows

Add Attio as a destination in your workflows for advanced control over which submissions sync to your CRM.Best for:
  • Filtering by lead score or qualification
  • Including enriched data (from Clay, etc.)
  • Multi-step automations with other tools
Set up via Workflows

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Integration Page Setup

Connect your Attio workspace to Orbit AI using OAuth. This secure connection gives Orbit AI permission to create and update records on your behalf.

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Step 1: Connect Your Attio Account

1

Go to Integrations in Orbit AI

From your dashboard, click “Integrations” in the left sidebar.Dashboard → Integrations (left sidebar)
2

Find Attio

Scroll down to find “Attio” under the CRM section, or use the search bar.Search or scroll to find Attio
3

Click Connect

Click the “Connect” button on the Attio card to start the OAuth flow.Click "Connect" button
4

Log in to Attio

You’ll be redirected to Attio. Log in with your Attio credentials if prompted.Log in to your Attio account
5

Authorize Orbit AI

Review the permissions and click “Allow” to grant Orbit AI access to your workspace.Click "Allow" to authorize
6

Connection confirmed

You’ll be redirected back to Orbit AI. The Attio card will now show “Connected” status.Verify "Connected" status

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Step 2: Configure a Form

1

Click on the Attio card

After connecting, click on the Attio integration card to open the configuration panel.Click on connected Attio card
2

Select a form

You’ll see a list of your forms. Click on the form you want to configure.Click on a form from the list
3

Choose record type

Select whether to create “People” or “Companies” records in Attio.Select: People or Companies
4

Set duplicate handling

Choose what happens when a matching record exists: Update the existing record, Skip (don’t create), or Create New.Select duplicate behavior
5

Map your form fields

Match your form fields to Attio attributes. Email is required for People; Domain or Name for Companies.Map form fields → Attio attributes
6

Enable notes (optional)

Toggle “Create Note” to attach the full form submission as a note on the record.Toggle "Create Note" if desired
7

Save your configuration

Click “Save” to apply your settings. The form will now sync submissions to Attio.Click "Save" button

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Field Mapping Tips

  • People: Email is required. Also map Name, Phone, Job Title, and any custom attributes.
  • Companies: Domain or Name is required. Map fields like Industry, Employee Count, etc.
  • Custom Attributes: Any custom attributes you’ve created in Attio will appear in the dropdown.

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Using Attio with Workflows

For advanced use cases, add Attio as a destination in your workflows. This gives you control over which submissions get synced, and lets you enrich or qualify leads first.
Before you beginYou’ll need to connect your Attio account first via the Integration Page. Complete Step 1 above before using Attio in workflows.

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Use workflows when you need to:

  • Filter leads by score or qualification before syncing to Attio
  • Include enriched data from Clay, Clearbit, or other enrichment tools
  • Use AI SDR to qualify leads before adding to your CRM
  • Route different lead types to different Attio record configurations
  • Combine with other destinations like Slack notifications or email

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Adding Attio to a Workflow

1

Create or open a workflow

Go to Workflows in your dashboard and create a new workflow or open an existing one.Dashboard → Workflows → Create/Edit
2

Add a trigger

Set up a Form Submission trigger for the form(s) you want to sync.Add Trigger → Form Submission
3

Add intermediate steps (optional)

Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.Add AI Agent, Enrichment, or Filter nodes
4

Add Attio destination

Click the + button and select Attio from the destinations list.+ Add Destination → Attio
5

Configure the Attio node

Select record type (People/Companies), duplicate handling, and map your fields. Enriched data from previous nodes is available.Configure record type → Map fields
6

Save and activate

Save your workflow and toggle it to Active. Submissions will now flow through your workflow to Attio.Save → Toggle Active

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Example: Qualified Leads to CRM

A common workflow that only syncs qualified leads to Attio: Form Submission → AI Agent (Qualify) → Filter (Score > 70) → Attio

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Duplicate Handling

Attio integration supports three behaviors when a matching record already exists: When a matching record is found (by email for People, domain for Companies), the existing record is updated with the new data. This keeps your CRM current with the latest information.

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Skip

When a matching record is found, the submission is skipped entirely. No record is created or updated. Use this when you only want to capture new leads.

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Create New

Attempts to create a new record even if a match exists. If Attio rejects the duplicate (e.g., unique email constraint), the existing record will be updated as a fallback.

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Troubleshooting

Records not syncing to Attio?First, check that your OAuth connection is still active. Go to Integrations → Attio and verify the “Connected” status. If it shows disconnected, click “Reconnect” to re-authorize. Also ensure the specific form has Attio enabled in its configuration.
Duplicate records being created?Check your duplicate handling setting. If set to “Create New”, Attio may create duplicates if the unique constraints allow it. Switch to “Update” to merge data into existing records, or “Skip” to ignore repeat submissions.
Field mapping not working?Ensure your form field types match the expected Attio attribute types. For example, phone numbers should include country codes, and email fields must contain valid email addresses. Custom attributes in Attio will automatically appear in the mapping dropdown.
“Email is required” error for People?When creating People records, an email address is required for Attio to match and manage contacts. Make sure you’ve mapped a form field to the “Email” Attio attribute.
Notes not appearing on records?Check that the “Create Note” toggle is enabled in your form’s Attio configuration. Notes are attached after the record is created or updated, so if the record sync fails, the note won’t be created.

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Common Use Cases

  • Capture leads from landing page forms directly into your sales pipeline
  • Create support requests from contact forms with full submission details
  • Update existing customer records with new information from repeat submissions
  • Trigger Attio automations when new people or companies are added
  • Sync event registrations and attendee data to your CRM
  • Build a company database from form submissions that include company info

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Resources

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Ready to Connect Your CRM?

Set up the Attio integration in minutes and start syncing your form submissions automatically. Get Started

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Next Steps

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