Overview
Attio is the CRM that holds your complete customer database. Fillout is the advanced form builder you use for complex data collection, like customer onboarding questionnaires, detailed surveys, or internal data management tools. A true integration allows you to use Fillout's powerful forms as a dynamic "front-end" for your CRM, capable of both reading and writing data to Attio records in real-time.
The challenge with basic form integrations is they can only create new records. They can't pre-fill information or update existing contacts, which is critical for onboarding and feedback workflows. The solution is a deep, bi-directional API integration that connects Fillout directly to your Attio database, allowing you to create truly interactive and intelligent data collection experiences.
Our Approach
Novlini builds a deep API connection that allows your Fillout forms to both read from and write back to your Attio database in real-time.
Pre-fill Forms with Attio Data: Create a seamless experience for your users. Send them a unique Fillout link that pre-populates the form with information already stored in their Attio record, saving them time and increasing completion rates.
Update Existing Records, Don't Duplicate: When a form is submitted, the integration intelligently finds the existing contact or company in Attio and updates it with the new information, rather than creating a messy duplicate.
Handle Complex Data Mapping: Capture rich, structured data. We map answers from multi-page forms, quizzes, or conditional logic directly to various custom fields and related objects in Attio.
Trigger Advanced Workflows: Use specific answers to drive action. If a customer gives a low NPS score in a survey, automatically create a high-priority task for their Customer Success Manager in Attio.
Proven Results
This integration is perfect for customer success, onboarding, and operations teams. It's used to create powerful customer onboarding checklists, collect detailed feedback, and build simple internal tools. It automates complex data collection and ensures your CRM data is always incredibly rich and up-to-date.