How to create an Attio form
Use a Fillout form to create Attio contacts, companies, deals and custom CRM records. Embed your forms or share them anywhere.
![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F7ac32e09-8d59-4600-ba72-262cc6cc624f%252Fattio.png%3Ftable%3Dblock%26id%3Db0516632-94ac-4ca9-9f63-e7be0a699ab0%26cache%3Dv2&w=3840&q=75)
What Attio is
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 Integrations. Click
Attio
to link your form to an object.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F7d716346-268c-4e4f-82b1-3f6afa6966ea%252FFrame_616.png%3Ftable%3Dblock%26id%3D3b70135b-e77b-4cd8-94a7-a77d5855527c%26cache%3Dv2&w=3840&q=75)
Enter a
Name
for your Attio connection, and click Connect to Attio
.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Faeb35c0b-0d6a-4879-8ba2-bd672387558d%252FUntitled.png%3Ftable%3Dblock%26id%3D377d8070-dfe9-4334-b49d-20574b8510bb%26cache%3Dv2&w=3840&q=75)
You will be prompted to grant access to a workspace of your choice. Hit
Confirm
to complete the connection.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Fa6902acc-706e-427f-a5a8-a91a926b5320%252FUntitled.png%3Ftable%3Dblock%26id%3D0fe6b822-b847-447c-8a8f-8a3ed3dbfe16%26cache%3Dv2&w=3840&q=75)
Lastly, select an Object from your Workspace where you’d like to sync form responses to, and then click
Continue
followed by Finish setup
.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F6d8ff995-7eb0-4b23-94f5-b8bf856bd473%252FUntitled_design.png%3Ftable%3Dblock%26id%3Df0555111-f549-4907-9dfc-9ea50a16411c%26cache%3Dv2&w=3840&q=75)
Note: You can connect your Attio form to any object in your workspace.
2. Map your form fields on Fillout
You can map your Fillout fields to your Attio attributes either by dragging them from the left hand side when editing your form, or again on the Integrations tab.
To connect to Attio without doing manual mappings, you can simply drag the fields while on the Edit tab.
![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Ff6152453-ad70-4cc1-9cbc-5a4e3f564bac%252FUntitled_design-3.png%3Ftable%3Dblock%26id%3D57051ad4-8d53-40b3-8fb2-37046b0597f0%26cache%3Dv2&w=3840&q=75)
Alternatively, you can click
Edit
on your Attio connection in the Integrations tab and do mappings there.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252Fc458a901-4db4-4193-a85c-f303ee0867c4%252FUntitled.png%3Ftable%3Dblock%26id%3Dba55da0d-9a49-486e-969f-1f4ec5e5cd73%26cache%3Dv2&w=3840&q=75)
Under Mappings, click
+ Add new
. Match the fields in your Fillout form to the corresponding attributes in your Attio object. ![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F43cf00df-5974-439a-9efb-a093d6cf3ebb%252FUntitled_design-2.png%3Ftable%3Dblock%26id%3Dd89fce86-9a41-4655-a904-a5a0c4fc6f3e%26cache%3Dv2&w=3840&q=75)
Tip: You can click the refresh icon on the right side to have the most recent changes reflect in Mappings.
Select the attributes you want to map in the
Attio field
dropdown on the left hand side, and then click Pick reference
followed by the form page where you asked for the input you want to map to it. In our example, the referral's name is found in the Referral's Details page. ![notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F55b7e860-c46f-4abb-bb68-0c2cd51022e3%2FScreen_Shot_2023-08-11_at_4.16.22_PM.png?table=block&id=769c05ff-d15f-43f0-8f4f-44f28b297799&cache=v2)
Then, click
Insert
on the appropriate Fillout field.![notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F07799a33-7de5-4452-a37e-a620915fb5b2%2FScreen_Shot_2023-08-11_at_4.16.36_PM.png?table=block&id=cadedc25-d324-416c-9531-9e0eace9fed7&cache=v2)
Do these same steps for the other fields you would like to map.
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
If you’d like to update existing records that already exist, just toggle
Update if record already exists?
. Then choose which attribute you’d like to use to determine the record to update.![notion image](/_next/image?url=https%3A%2F%2Fwww.notion.so%2Fimage%2Fhttps%253A%252F%252Fprod-files-secure.s3.us-west-2.amazonaws.com%252F2a7ed980-5add-4b51-82ab-889415f57134%252F21235419-6e34-4cfe-a0fc-21cb6754b600%252FUntitled.png%3Ftable%3Dblock%26id%3D672fcc38-e592-499f-87e4-5eece6278b67%26cache%3Dv2&w=3840&q=75)
Specify a condition
You can run your integration only when a specific condition is met. Check out this guide.
Coming soon
We’ll be adding:
- Login forms which connect to your Attio CRM lists
- Connecting newly created records to Attio lists
Contact support@fillout.com if you’d like early access to any of those features.
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