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Build a 2-Way CRM Enrichment Workflow with Attio + Clay | Webhook Automation | GTM Walkthrough

Joe Rhew

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Build a 2-Way CRM Enrichment Workflow with Attio + Clay | Webhook Automation | GTM Walkthrough

1 981 просмотр · 1 г. назад
Joe Rhew
659 подписчиков
1 981 просмотр · 1 г. назад
Want to automate your CRM data enrichment? Here's how I connected Attio and Clay to create a seamless, automated LinkedIn data enrichment workflow. 🔧 Video Breakdown: 00:00 Introduction to the Attio Setup 00:51 Setting Up Filters and Automation 01:49 Sending Data to Clay for Enrichment 03:02 Processing and Updating Records 06:44 Running the Workflow and Results 08:30 Automating the Trigger for New Records 09:07 Conclusion and Final Thoughts In this walkthrough, I'll show you how to create a 2-way webhook automation that: 1. Send People records missing LinkedIn URL to Clay 2. Enrich those People (using Andreas Wernicke's template 🙏) 3. Send the enriched People records back to Attio to be updated inside the CRM And we tie the 2 webhooks together for each unique Person using Attio's Record ID Once set up, this workflow runs automatically for every new Person record created in your CRM. 💡 Pro Tip: This foundation can be expanded to: Retrieve recent LinkedIn posts Trigger automated lead campaigns Enable advanced contact scoring 🎯 Ready to level up your CRM automation? Hit subscribe for more GTM engineering tutorials! 💬 What's your biggest CRM data enrichment challenge? Share in the comments! — 👋 About Me: I'm Joe, focusing on practical GTM engineering solutions through real-world examples. 🔗 Let's Connect: LinkedIn: https://wfco.co/team/joe Website: https://wfco.co #attio #clayworkflow #salesautomation #revops #gotomarket #gotomarketstrategy #aiworkflow