Overview
Attio is your CRM, the central database for all your contacts and customers. Typeform is the tool you use to create beautiful, conversational forms, surveys, and quizzes that people enjoy answering. You’ve already taken the first step by connecting them through the native Typeform app in Attio's marketplace, which is great for getting new submissions into your CRM.
However, a basic connection only solves half the problem. It doesn't automatically triage new leads, assign them to the right person, or kick off follow-up sequences based on a user's answers. This leaves your team with a list of new contacts, but a manual process for everything that comes next. The solution is to build intelligent automations on top of this native integration, creating a truly end-to-end inbound funnel.
Our Approach
Novlini doesn't just connect the apps we make them work together intelligently. We build custom workflows inside Attio that turn your Typeform submission data into automated actions.
Automate Lead Assignment & Workflows: This is the key to acting on leads instantly. We build Attio workflows that trigger the moment a Typeform is submitted. Based on the answers, we can automatically assign the new lead to the correct sales rep, create follow-up tasks, and even enroll them in a nurture sequence.
Map Answers to Custom Fields: Turn survey answers into structured, reportable data. We configure the integration to perfectly map each question in your Typeform to a specific custom field in Attio, allowing you to segment your audience and personalize your outreach.
Ensure Flawless Record Creation and Updates: We refine the native setup to intelligently check if a contact already exists. If they do, the workflow will update their record with the new information instead of creating a messy duplicate, ensuring perfect data hygiene.
Capture Hidden Fields for Attribution: We ensure your Typeform is set up to capture all hidden fields (like UTM source or campaign name) and that this data is correctly mapped to your attribution fields in Attio, giving you a clear view of where your best leads are coming from.
Proven Results
This service is for marketing and sales teams who want to move beyond a basic form integration to a fully automated inbound process. It eliminates all manual lead entry and triage, ensures instant follow-up, and provides rich, structured data for better segmentation and reporting.
See It In Action
We use this integration to build seamless and automated inbound funnels for our clients. Here's an example:
Tandem Health: Automating their entire inbound lead flow by capturing website leads via Typeform and instantly assigning them to the right sales rep in Attio.
Read the full case study - here.