The Workflow Company

In this video walkthrough, we demonstrate how to create an automated system that turns website form submissions into properly structured deals in your Attio CRM. You'll see how we've built a workflow that:

• Captures form submissions from Webflow (though the principles apply to any form platform)
• Processes incoming webhooks to parse form data
• Creates or updates company and contact records intelligently
• Automatically generates deals with proper associations
• Adds form submission details as notes through Attio's API
• Notifies relevant team members via Slack

We show how the system handles the entire process, from initial form submission to creating interconnected records in your CRM, ensuring that companies, contacts, and deals are properly linked. The workflow includes smart handling of existing records to prevent duplicates and maintains data integrity throughout the process.

Whether you're looking to streamline your inbound lead process or build better integrations with your website forms, this walkthrough provides a practical example of automating your CRM workflows.