Build a 2-Way CRM Enrichment Workflow with Attio + Clay | Webhook Automation | GTM Walkthrough
Joe Rhew
0:00 / 0:00
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!
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👋 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