CRM
Real-Time Duplicate Guard on New HubSpot Contact
Triggers the instant a contact is created in HubSpot, checks Attio for an existing match, and either links the two records or flags a conflict to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot contact-created webhookHubSpot
- LogicNormalize email/name/domain
- ActionQuery Attio for matching personAttio
- LogicBranch: exact / ambiguous / none
- ActionLink records and backfill missing fieldsAttio
- ActionFlag ambiguous matches to SlackSlack
- OutputLog outcome to Postgres auditPostgres
What it does
Stops duplicates before they spread. The moment a new contact lands in HubSpot, this checks whether that person already exists in Attio. If a confident match is found, it cross-links the records and copies any missing fields; if the match is ambiguous, it raises a Slack alert rather than guessing.
When to use it
When inbound forms or imports create HubSpot contacts and you want Attio to stay the single clean record of each person in real time, without waiting for a batch reconciliation pass.
How it works
- 1A HubSpot webhook fires on contact creation.
- 2Normalize the new contact's email, name, and company domain.
- 3Query Attio for a matching person record.
- 4Branch: exact match, ambiguous match, or no match.
- 5On exact match, link the records and backfill missing fields in both directions.
- 6On ambiguous match, post the conflict to Slack for a human call.
- 7Record the outcome (linked, flagged, or net-new) in the Postgres audit log.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect PostgresAny Postgres URL — query, write, migrate.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More CRM workflows
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.