Targenix

Targenix sends your Facebook and Instagram lead ads to Attio the moment someone submits your form. Each new lead becomes a person in Attio, and can open a deal in your pipeline, so your team follows up in seconds instead of downloading CSV files from Meta.

Who it is for

Sales teams, agencies and founders who run lead generation campaigns on Facebook and Instagram and manage their pipeline in Attio.

Highlights

• Real-time delivery of every new lead from Facebook and Instagram lead forms
• People are matched by email address, so a returning lead updates the same record instead of creating a duplicate
• Optional deal for each lead, with the stage, owner and value you choose
• Every form question and answer saved as a note on the person
• Extra form questions mapped to your own text and number attributes
• Automatic retries and a delivery log for every lead in Targenix

What Targenix writes to Attio

For each new lead, Targenix makes up to three requests to the Attio API.

1. It creates a person, or updates the existing person with the same email address. The name, email address and phone number come from the lead form.
2. If you choose to create deals, it creates a deal record with the name, stage, owner and value from your settings, and links the person to it.
3. It adds a note to the person with every question and answer from the form.

What Targenix reads from Attio

Targenix only reads what it needs to show your options in the setup form: the members of your workspace (for the deal owner), the stages of your Deals object, and the attributes of the People object (for custom field mapping). It does not read or copy your other records.

Permissions

• Records, read and write: to create and update people and deals
• Object configuration, read: to list deal stages and People attributes
• User management, read: to let you pick the deal owner
• Notes, read and write: to save the form answers as a note

Delivery and retries

Leads usually arrive in Attio within seconds. If Attio is temporarily unavailable or rate limits a request, Targenix retries automatically, and the status of every delivery is shown in your Targenix dashboard.

Before you start

You need a Targenix account, which is free, and a Facebook page with at least one lead form. A workspace admin has to approve the connection, because Targenix writes to the whole workspace. To create deals, the Deals object must be enabled in your workspace.

Set up the integration

1. Sign in to Targenix at app.targenix.uz and open Automations.
2. Create a new automation and choose Facebook Lead Ads as the trigger. Pick your Facebook account, page and lead form.
3. Add an action, search for Attio, and use the plus button next to Attio workspace to connect. Approve the access request in Attio.
4. Choose Create or update person, or Create person + deal. Name, phone and email are mapped automatically. For deals, choose the stage, and optionally the owner and the value.
5. Optionally map extra form questions to your own attributes, and keep the note with the form answers turned on.
6. Save and publish the automation, then use Test lead to send a sample lead to Attio.

Disconnect

To stop sending leads, pause or delete the automation in Targenix. To revoke access, delete the Attio connection on the Connections page in Targenix, or remove the app from your Attio workspace settings.