Sync Attio CRM with Jotform & Slack for deal updates & sales alerts

This workflow streamlines your lead management process by automatically capturing form submissions from Jotform, updating Attio CRM, and notifying your team (sales team for example) via Slack — all without manual work.

How it works

1. Receive Lead:

• A new submission is captured from Jotform (name, email, message).

2. Prepare CRM:

• Checks if the Pending and Urgent deal stages exist in Attio CRM and creates them if they don’t exist.
• Checks if the Message column exists in Attio CRM and creates it if it doesn't exist.

3. Lead Handling:

• If the lead doesn't exist in Attio CRM, the contact is created, a new deal is added to the Pending stage, and a Slack notification is sent.
• If the lead exists but has no deal, a new deal is added to Pending, and Slack is notified.
• If the lead exists with a deal, the deal is moved to the Urgent stage, and Slack is notified.

4. Slack Notification:

• Your team (sales team for example) receives an instant Slack message whenever a new or existing lead is processed, so they can act fast.

Requirements

Make sure to have Jotform, Attio CRM and Slack accounts, then follow this video guide on how to start using this template.