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 wi
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 Receive Lead: A new submission is captured from Jotform (name, email, message). 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 d