![]() ![]() Set your action up like this: Attio treats people and companies differently - you'll need to tell Zapier to link the two records In this step, we’re telling Zapier to link the data we sent to Attio in steps 4 and 5 of our Zap. Pick Link a Person and Company from the dropdown, and choose your Attio account once again. Add another action with + and choose Attio. ![]() We now need a step to link your person to their company in Attio. Choose your Attio account and set up your action like this: Create a new company in your Attio workspace using values from previous steps Add another step and choose Attio, but this time select Find or Create Company. Next up we'll create a new company in Attio. Select your Attio account, and set up your action like this: Locate an existing person or create a new one in your Attio workspace For Action Event, choose Find or Create a Person. With your data now formatted, create a new action step and pick Attio from the App Event dropdown. Learn more about splitting names in Zapier. Use Zapier's Formatter to split first and last names into separate valuesĪdd another action with the + icon, and repeat the process except this time, pick Last from the Segment Index dropdown. Leave Separator blank and pick First from the Segment Index dropdown. For Transform, scroll down and pick Split Text. Our Airtable form collects full names in one field, so we need to split them into two values before we can send them to Attio.Ĭlick Format on the right of the new action step, and choose Text from the Action Event dropdown. Once you’ve set up your trigger, you’ll need to do a bit of housekeeping to format the data correctly. Tell Zapier what to look for before running the Zap 3. Select your Base (our ‘Sales’ database in this example) and Table (we’ll be using a list called ‘Leads’) from the dropdowns. Choose your Airtable account and click Continue. ![]() Search for Airtable in the App Event window, and from the Trigger Event dropdown pick New Record. Create a trigger in Zapierįrom your Zapier dashboard, click Create Zap in the top left. Next we'll set up a trigger in Zapier to run whenever this happens. Now that your form is out there collecting data, new submissions will be recorded in your Airtable Base. Note: It’ll be helpful later on if you’ve given your form a memorable name. When you’re done, head to the top navigation to preview your form with Open form or share it with a link or embed code by clicking Share. We can remove the other fields we won't need from the template by dragging them to the pane on the left. For this example, our form will collect a name, email address, a company name, and a domain. Here you can customize your form, adding whichever fields you’d like. Navigate to the Create… menu in the bottom left of your Airtable dashboard and choose Form - this will bring up the form editor window. To collect leads, we're going to build a form in Airtable. If you get stuck, this guide should help. You’ll now be prompted for your API Key - enter it and click Yes, Continue. Search for Airtable and pick it from the dropdown. Next, head to your Zapier dashboard and click Add connection in the top right. By default your key will have read and write permissions, which is what we want. Under API you can generate your API key and copy it to your clipboard. Choose Account from the dropdown to access the Account overview. From your Airtable dashboard, click the profile icon in the top right - this will be an avatar if you’ve set one. ![]() To connect Airtable to Zapier, you’ll need your API Key. Prep: Connect Attio to Zapierįollow our guide on how to connect Attio to Zapier, making sure you've set up your API key with both read and write permissions. Here’s how to collect leads from your form in Airtable, and use Zapier to send them to your Attio list. Airtable is a powerful low-code platform for building collaborative apps, databases, and forms. ![]()
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