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 pro plan or higher - Pro plan starts at $29 /month)

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.