1.Monitor new company record creation
Integrate Attio to detect the moment a new company record is created for verified signup intake.
When a new company record is created but outreach lists stay unbuilt, response delays can slow conversions. This automation waits, finds and filters the latest qualifying person, and then creates or updates a Marketo lead and adds it to a configured nurture list—so your team can reach out at the right time.
Integrate Attio to detect the moment a new company record is created for verified signup intake.
Integrate Delay by Zapier to pause for 7 hours before checking related people for record propagation.
Integrate Attio to find people at the company and return person results for the created company record.
Integrate Code by Zapier to choose the latest created person and extract email, name, and timestamps.
Integrate Filter by Zapier to continue only when workspace or person meets verified criteria and is not excluded.
Integrate Marketo to find or create the lead and add it to the configured marketing nurture list.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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