Lead Magnet Capture Attio
Automate lead capture from website forms, enrich profiles with AI, and seamlessly add qualified prospects to your CRM while notifying your sales team for enhanced context.
Want to automatically capture lead magnet downloads in Attio? This tutorial shows how to build a lead capture workflow in Needle that syncs form submissions directly to your Attio CRM.
Overview
The workflow triggers when someone downloads your lead magnet, captures their information, and creates or updates records in Attio CRM—automating lead qualification and follow-up sequences.
Key Actions
- Form Submission Trigger – Activates when lead magnet form is submitted
- Data Extraction – Captures email, name, company, and custom fields
- Lead Enrichment – Optionally enriches data with company info and social profiles
- Attio CRM Sync – Creates or updates person/company records in Attio
- Notification – Alerts sales team via Slack about high-value leads
What You'll Need
- Lead Magnet Form – Typeform, Google Forms, or custom landing page form Tip: Collect email, company name, role, and company size for better segmentation
- Attio Account – With API access to your workspace
- Slack Channel (optional) – For new lead notifications
How It Works
When someone submits the lead magnet form:
- The workflow captures form data:
- Email address
- Full name
- Company name
- Job title
- Phone number (optional)
- Custom qualifying questions
- Optional enrichment step:
- Looks up company data (size, industry, location)
- Finds LinkedIn profiles
- Validates email deliverability
- Data is synced to Attio:
- Person record: Created or updated with contact details
- Company record: Linked or created based on company name
- Custom attributes: Lead source = "Lead Magnet", Content Downloaded = "[Ebook Name]"
- Tags: Applied based on qualifying answers (e.g., "Enterprise", "Ready to Buy")
- If lead meets criteria (e.g., company size > 50 employees):
- Slack notification sent to #sales channel
- Lead assigned to appropriate sales rep
- Optional: Trigger email sequence in marketing automation tool
Wrap-up
With this Needle workflow, every lead magnet download is automatically captured in Attio CRM with enriched data—ensuring no lead falls through the cracks and sales teams can follow up immediately. Perfect for B2B companies running inbound marketing campaigns.