Add a record to a List in Attio when a specific Convert Pro form is submitted
When a specific Convert Pro form is submitted.
Add a record to a List in Attio
Convert Pro → AttioEvents and actions
Use Convert Pro submissions to automate Attio
When a specific Convert Pro form is submitted, start an automation, then choose from the Attio actions listed below. The action settings show what information you need to provide.
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Convert Pro→Attio
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a record to an Object in Attio when a specific Convert Pro form is submitted
- When a specific Convert Pro form is submitted.
- Add a record to an Object in Attio
Available in Noptin
Attio actions
Objects
2 actions
View actions
- Add a record to an Object in Attio
- Remove a record from an Object in Attio
Lists
1 action
- Add a record to a List in Attio
Available in Noptin
Convert Pro events
Forms
1 event
- When a specific Convert Pro form is submitted.
About this connection
How the two tools fit together
Convert Pro: Convert Pro is an advanced lead generation popup plugin with a drag and drop editor that helps you create beautiful popups and opt-in forms to boost your website conversions. With Convert Pro you can build email lists, drive traffic, promote videos, offer lead magnets and a lot more.
Attio: Attio is a customer relationship management platform that offers tools for sales automation, marketing, customer support, and analytics to help businesses manage their interactions with customers, streamline processes, and improve sales performance.
What information can you send?
First choose the Convert Pro form. Noptin then shows the answers that form collects, so you can send the right ones to Attio.
Available fields depend on the selected Attio object and the connected account.
Start here
Set up Convert Pro and Attio with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Convert Pro and Attio from Noptin → Extensions. How to activate your license.
- Install and set up Convert Pro on your WordPress site. Connect Attio in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Select the Convert Pro form whose submissions should start the automation.
- Choose an action from Attio in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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