Attio + Fillout Integration: Sync Form Data & Automate Onboarding Workflows скачать в хорошем качестве

Attio + Fillout Integration: Sync Form Data & Automate Onboarding Workflows

Learn how to connect Fillout Forms with Attio CRM for seamless bidirectional data flow. This step-by-step tutorial shows you how to sync form responses into Attio, automatically create or update person records, and generate pre-filled form URLs using Attio data. What You'll Learn: Setting up Fillout's native Attio integration Mapping form fields to custom objects in Attio Building a workflow that automatically creates or updates person records from form submissions Using email as a unique identifier to prevent duplicate records Creating pre-filled form URLs using Attio data and URL parameters Triggering URL generation when deals reach a specific stage Why Use Fillout with Attio? Pre-fill forms with existing CRM data for better user experience Automatically capture form submissions in Attio without manual entry Create or update person/company records directly from form responses Trigger downstream workflows when forms are submitted Keep your CRM data in sync without third-party automation tools Timestamps: 0:00 - Introduction 0:18 - Fillout onboarding form overview 0:46 - Custom object setup in Attio 1:03 - Setting up the Fillout + Attio integration 1:37 - Demo: Submitting a form (existing person) 2:52 - Workflow walkthrough: Create or update person from form 3:45 - Demo: Submitting a form (new person) 4:50 - Workflow: Auto-generate pre-filled onboarding URLs 5:21 - Demo: Triggering URL generation from deal stage 5:42 - Pre-filled form in action 6:06 - Wrap-up Resources: Fillout: https://www.fillout.com Attio CRM: https://attio.com?r=c9GdFPWufZvql5sI About dialed technologies: We specialize in Attio CRM implementations, custom integrations, and workflow automation for VC firms, investment companies, and SaaS businesses. Need help with your Attio setup? Visit us at dialed.tech