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. You’ve likely already connected them using the powerful native Fillout app in Attio's marketplace, which is the perfect starting point.
However, simply connecting them is just the first step. The real challenge is configuring Fillout's advanced features like pre-filling data from Attio or updating existing records and building the automations that turn complex form submissions into action. Without expert configuration, you're left with a basic form that doesn't leverage the full potential of either tool. The solution is to have an expert architect the integration to perfectly match your business process.
Our Approach
Novlini doesn't just connect the apps; we make Attio's native Fillout integration work for your most complex data collection challenges. We configure the advanced settings and build the custom workflows that turn your forms into a dynamic front-end for your CRM.
Configure Advanced Pre-fill Logic: We set up your forms so you can send users a unique link that pre-populates fields with information already stored in their Attio record. This creates a seamless experience, saves your customers time, and dramatically increases completion rates.
Ensure Flawless Record Updating: We configure the integration to intelligently find existing contacts or companies in Attio and update their records with new information from a form submission, rather than creating messy duplicates. This is essential for data hygiene.
Master Complex Data Mapping: We handle the difficult work of mapping answers from multi-page forms, quizzes, or conditional logic directly to various custom fields and related objects in Attio, ensuring your rich form data is structured and usable.
Build Intelligent Post-Submission Workflows: This is where the real automation happens. We build the Attio workflows that are triggered by form submissions. If a customer gives a low NPS score in a survey, we can automatically create a high-priority task for their Customer Success Manager.
Proven Results
This service is perfect for customer success, onboarding, and operations teams. We transform the native integration into a powerful engine for creating customer onboarding checklists, collecting detailed feedback, and building simple internal tools. It automates complex data collection and ensures your CRM data is always incredibly rich and up-to-date.