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What is Attio?

Attio is a CRM platform that adapts to different business needs, effectively managing sales, customer relationships, and data. It stands out for its ease of use, strong data integration, and focus on security.

How it works

1

Link your Fillout form to Attio

Open the Fillout form you want to connect with Attio, then go to Integrate in the top menu. Click Attio to link your form to an object.Integrate tab with Attio highlighted under More integrationsEnter a Name for your Attio connection, then Connect to Attio. You will be prompted to grant access to a workspace of your choice.Next, select an Object you’d like to sync form responses to.Attio settings with People chosen as the object to sync responses to
A form can only connect to one database and table at a time. However, Google Sheets is an exception because each new connection creates a new sheet.
2

Map form fields

Attio attributes will automatically show up as form fields on the left-hand panel. Drag them onto your form.Form editor with the Attio attributes tab and a Primary Location address field added to the formAlternatively, you can manually map them in the Integrate page. Select the Attio attributes in the left and map them to the relevant Fillout field in the right.Attio mappings with the Primary location attribute mapped to a form question
Click the refresh icon on the right side to have the form reflect recent changes.
3

Publish and share

Publish your form. Now, answers to matched fields will appear in the attributes of your record on Attio.

Updating existing records

To update records that already exist, toggle Update if record already exists? under Mappings. Then, choose which attribute you’d like to use to determine the record to update. Update if record already exists turned on with Primary location as the matching attribute

Specify a condition

You can run your integration only when a specific condition is met. Check out this guide.

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