Why run Attio surveys in ConvertFlow
Most survey tools give you a report. The answers sit in a dashboard, someone reads them once, and nothing downstream changes.
A survey wired into Attio behaves differently. Each answer writes to a field on the contact record — the same record your team opens before a call. So the response isn't research sitting in a separate tool, it's context attached to the person.
That makes surveys useful for enrichment as much as capture: ask a question of contacts you already have, and their records get better.
Connect Attio to ConvertFlow
Click to connect with Attio from ConvertFlow's Integrations area, then review and allow the permissions Attio requests.
ConvertFlow then pulls in your lists and fields.
Before you build: create the Attio field your survey will write to. ConvertFlow maps answers into fields that already exist, and if you've just created one, click Resync rather than waiting for the daily refresh.
How to build the best Attio surveys
By adding a survey to your ConvertFlow landing page, popup, or embed, you can ask visitors a question and present fixed answers for them to select.
To add one, click to add an element and choose the "survey" element type.
Survey options
Once you've selected a survey element, you'll be able to manage its options in the builder panel.
Add options, arrange their position, edit their text, and map the survey to an Attio field. Toggle "multi-select" if visitors should be able to choose more than one — multiple values are written separated by commas.
Each option can also carry an image, so the survey can present clickable images rather than text.
To control additional settings for your survey options, such as:
- Separating the data value from the displayed label
- The image used in the survey option
- The score increase or decrease applied by the option
Click on the survey option to open a settings modal where you can control each of these.
Map survey answers to Attio fields
Use the "Map to custom field" dropdown on the survey element and select from your Attio fields.
Keep your answer values short and consistent — evaluating rather than We're currently evaluating options — because those are the strings your Attio views and filters will match against.
Styling your survey
Below the option settings and in the "Themes" tab, you'll find style controls — width, text alignment, fonts, colours, sizing, whether options are stacked or responsive, drop shadows and more.
Survey confirmation actions
With a survey element selected, click to the "Actions" tab to choose what happens when someone selects an option.
- Redirect visitors to a URL
- Show another step in the campaign, or specific steps based on the selection
- Display a thank you message
- Display another ConvertFlow campaign
Alongside those, add automations that put the contact on an Attio list once they've answered — so the response changes their segmentation, not just their record.
Map preset fields to Attio
Email address and first name are mapped for you. For the rest, use the Fields button on your Integrations page and enter each field's data name.
Running scripts & pixels on completion
By adding scripts to your survey's confirmation actions, you can fire conversion pixels and perform other custom javascript. ConvertFlow runs scripts added here only after a survey option has been selected.
Adding conditional logic
By default the survey performs the confirmation action you've set. Click "+ Add Conditional Action" to act only on visitors meeting your conditions — useful for adding to a different Attio list per answer, or routing a high-intent response to a booking page.
Target who gets asked
This is what makes a survey worth running against a CRM rather than at all traffic.
With Attio connected, target the survey to specific contact segments — current customers for a satisfaction question, contacts on a particular list for research, open opportunities for something more direct. The responses come back attached to records you already care about, rather than from anonymous visitors you'll never identify.
Segment and personalize in Attio
Once answers are landing on contact records, build views and filters from those field values and work your pipeline accordingly.
You can also personalize your site for Attio segments — so what someone told you in the survey changes what they see next time, not just what your team reads on the record.
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