Automate
your CRM workflows with Attio
Overviews
How it works?
Sync new leads to your CRM instantly
When someone fills out a form or signs up through your marketing tools, their details are added to Attio right away. No more copying information between systems or worrying about lost leads.
Keep contact records enriched and up-to-date
Update deal stages when payments come through
The moment a payment is processed, move deals to the right stage in your pipeline. Your sales team always knows where each deal stands without manual status updates.
Build outbound sales sequences on autopilot
Create workflows that identify prospects, add them to the right lists, and trigger your outreach sequences. Spend less time on admin and more time closing deals.
Add notes from customer interactions in the background
When customers engage with your support team or sales reps, those interactions are logged as notes in Attio. Get a complete history of every conversation without manual note-taking.
Organize contacts into lists without lifting a finger
Based on actions customers take or criteria they meet, they're added to the right lists in Attio. Segment your audience and manage your pipeline with zero manual sorting.
Search and retrieve record details instantly
Pull up contact, company, or deal information from Attio whenever you need it in your workflows. Use this data to personalize messages, make decisions, or update other tools.
Take action the moment records change
When a contact updates their details, a deal moves stages, or a company profile changes, trigger workflows that notify your team, update other systems, or start new processes.
Configure
Build with Gmail
Lead capture and routing
Connect your forms, landing pages, and marketing tools to Attio. New leads are created as contacts or companies, assigned to the right lists, and routed to the appropriate sales rep — all hands-free.
“You can’t do this anywhere else.”
Prompt, build,
accelerate.
You can create and update contacts, companies, and deals in Attio from any connected tool. Manage lists, add notes to records, and trigger workflows when your CRM data changes. This lets you automate lead capture, sales pipeline management, and contact enrichment without manual data entry.
When someone submits a form, signs up for your service, or is identified by your marketing tools, their information is sent to Attio and created as a new contact or company record. You can set rules to add them to specific lists, assign them to team members, or start outreach sequences based on their details.
Yes, you can update deal stages in Attio based on actions in other systems. For example, when a payment is received, a contract is signed, or a demo is completed, the corresponding deal in Attio moves to the appropriate stage. This keeps your pipeline accurate without manual updates.
When a contact, company, or deal is updated in Attio, you can trigger workflows that notify your team, update records in other tools, or start new processes. This ensures everyone stays informed and your data stays in sync across all your business systems.
No technical skills required. You can build automations using simple point-and-click workflows. Connect Attio to your other tools, choose what triggers your automation, and decide what actions to take. It's designed for business users, not developers.