Send Airtable contacts to Attio when a form is submitted
Airtable is a powerful low-code platform for building collaborative apps, databases, and forms. Here’s how to collect leads from your form in Airtable, and use Zapier to send them to your Attio collection.
Prep: Connect Attio to Zapier
Prep: Connect Airtable to Zapier
To connect Airtable to Zapier, you’ll need your API Key. From your Airtable dashboard, click the profile icon in the top right - this will be an avatar if you’ve set one. Choose Account from the dropdown to access the Account overview.
Under API you can generate your API key and copy it to your clipboard. By default your key will have read and write permissions, which is what we want.
Next, head to your Zapier dashboard and click Add connection in the top right. Search for Airtable and pick it from the dropdown. You’ll now be prompted for your API Key - enter it and click Yes, Continue. If you get stuck, this guide should help.
1. Create a form in Airtable
To collect leads, we're going to build a form in Airtable. Navigate to the Create… menu in the bottom left of your Airtable dashboard and choose Form - this will bring up the form editor window. Here you can customize your form, adding whichever fields you’d like. For this example, our form will collect a name, email address, a company name, and a domain. We can remove the other fields we won't need from the template by dragging them to the pane on the left.
When you’re done, head to the top navigation to preview your form with Open form or share it with a link or embed code by clicking Share.
Note: It’ll be helpful later on if you’ve given your form a memorable name.
Now that your form is out there collecting data, new submissions will be recorded in your Airtable Base. Next we'll set up a trigger in Zapier to run whenever this happens.
2. Create a trigger in Zapier
From your Zapier dashboard, click Create Zap in the top left.
Search for Airtable in the App Event window, and from the Trigger Event dropdown pick New Record. Choose your Airtable account and click Continue.
Next, set up the trigger. Select your Base (our ‘Sales’ database in this example) and Table (we’ll be using a list called ‘Leads’) from the dropdowns. You can leave Limit to View blank. Continue to test your trigger.
3. Tidy up your data
Once you’ve set up your trigger, you’ll need to do a bit of housekeeping to format the data correctly. Our Airtable form collects full names in one field, so we need to split them up before we can send them to Attio.
Click Format on the right of the new action step, and choose Text from the Action Event dropdown. For Transform, scroll down and pick Split Text. In the Input field, select 1.Name. Leave Separator blank and pick First from the Segment Index dropdown. Continue to test your step.
Add another action with the + icon, and repeat the process except this time, pick Last from the Segment Index dropdown. Run a test and Continue.
4. Create a person in Attio
With your data now formatted, create a new action step and pick Attio from the App Event dropdown. For Action Event, choose Find or Create a Person. Select your Attio account, and set up your action like this:
Test your action and Continue.
5. Create and link a company in Attio
Next up we'll create a new company in Attio. Add another step and choose Attio, but this time select Find or Create Company. Choose your Attio account and set up your action like this:
We now need a step to link your person to their company in Attio. Add another action and choose Attio. Pick Link a Person and Company from the dropdown, and choose your Attio account once again. In this step, we’re telling Zapier to link the data we sent to Attio in steps 4 and 5 of our Zap. Set your action up like this:
You can leave Title blank. Test your action and Continue.
Note: If your Airtable form collects job titles, clicking in the Title box and selecting this data from the Insert data dropdown will send this extra field to Attio.
6. Create an entry for your record
Now onto the final step. Add a final action and pick Attio from the list of apps. Choose Find or Create Entry for your Action Event - this step will move your newly created person (with their company info) into a collection. Select your Attio account, and set up your action like this:
Once tested, your Zap is good to go! Now anytime someone fills out your Airtable form, Zapier will format their data and send them to your Attio collection.