Orbit AI

Orbit AI is a forms and AI automation platform that helps teams capture better leads, qualify prospects automatically, and send form data to Attio.

When a form is submitted in Orbit AI, we automatically sync the submission data to your Attio CRM in real-time.

Create & Update Records

• Automatically create new People or Companies in Attio from form submissions
• Update existing records when duplicates are detected (configurable behavior)
• Map any form field to Attio attributes like email, name, phone, job title, and more

Attach Notes

• Optionally add a detailed note to each record with the full form submission data, timestamp, and form name

Duplicate Handling

• Configure how duplicates are handled: update existing records, skip them, or always create new ones
• People are matched by email address; Companies are matched by domain

Requirements

• An Attio account with admin access to authorize the OAuth connection
• An active Orbit AI account (works on all plans, including free plan)

Setup Steps

1. Navigate to Integrations in your Orbit AI dashboard

2. Click Connect next to Attio and authorize access to your workspace

3. Choose a record type (People or Companies) to create from submissions

4. Map your form fields to Attio attributes (e.g., "Email" field → email_addresses)

5. Configure duplicate handling and optional note creation

6. Enable the integration on individual forms in the form editor

Field Mapping

• Common Attio attributes you can map include: email addresses, phone numbers, name, job title, company name, domain, LinkedIn, X, and custom attributes.