Ted Kriwiel
Co-Founder
Ted helps nonprofits build better technology systems. He writes about software strategy and the tools that power mission-driven organizations.
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Attio 
Typeform Ted Kriwiel
Integrate Typeform with Attio using Automations
| 9 minutes
Ted Kriwiel Learn how to connect Typeform to Attio using automations to automatically create records, prevent duplicates, and move people through your pipeline.
Chapters
Introduction
- 0:00 — Introduction to a Volunteer Workflow Scenario
Preview of Volunteer Process Design
- 0:34 — Apply to be a volunteer with Typeform
- 1:48 — Record automatically shows up in Attio
- 2:12 — Automation prevents duplicate list entries
How the automation works
- 3:35 — How the automation is designed
- 3:55 — Connect typeform and select the form
- 4:48 — Automation logic at high level
- 5:17 — Use ‘find list entries’ to match on email
- 5:43 — Use if/then logic to branch
- 5:50 — Update the list entry using the fields from Typeform
- 6:50 — Create or update person record before adding to list
Bonus automation for moving people through pipeline
- 7:50 — Automatically set term when set to ‘active’
