What You'll Learn

Build an automation that creates Attio deals when Webflow forms are submitted. Handle JSON parsing, create/update records with deduplication, attach form data as notes, and associate people and companies to deals.

Why This Matters

• Zero Manual Entry: Form submissions automatically become CRM deals
• Full Context Preserved: Form responses attached as notes
• Proper Relationships: Deals linked to people and companies

Key Steps Covered

• Webhook Setup – Configure Webflow to send form submissions to Attio
• JSON Parsing – Extract form field values from webhook payload
• Record Creation – Create/update company, person, and deal with deduplication
• Note Attachment – Use HTTP API to attach form data as deal note

Tools & Integrations

• Webflow: Website forms with webhook capability
• Attio: CRM with workflow automation
• Slack: Notification on new deal creation

Common Questions

Q: Why use create-or-update instead of just create? A: Returning visitors may submit forms multiple times. Create-or-update uses email (for people) or domain (for companies) to find existing records, preventing duplicates while updating with latest info.

Q: Why is there a delay before creating the note? A: Deal creation takes a moment to complete. The 10-second delay ensures the deal exists before the note attachment API call runs. Without it, the note creation may fail.