Automate Attio Scheduling, Enrichment, and Routing with Default

The fastest-growing teams don’t wait on manual workflows.

They automate everything - from lead to pipeline to closed deal.

But most CRMs weren’t built for speed. And most schedulers weren’t built for scale.

That’s why high-growth marketing and RevOps teams are pairing Attio with Default - a modern GTM stack built to automate scheduling, routing, and pipeline creation in real time.

• Attio gives you a flexible, real-time CRM optimized for speed and visibility
• Default handles the heavy lifting: enrichment, routing, lead-to-account matching, and Attio meeting automation

Together, they eliminate slow follow-ups, messy records, and missed revenue. And now with the Default x Attio integration, you can build workflows that schedule Attio meetings, enrich contacts, and sync deal data automatically.

Here’s how it works.

Match Attio records in real time to new demo requests

With the Match Attio Record step, you can search your CRM for existing People, Companies, Deals, or Users based on real-time inputs like email or domain. This unlocks lead-to-account matching, contact deduplication, and intelligent routing — all inside your Attio scheduling flow.

Use cases:

• Match a Person by email before triggering a meeting handoff
• Match a Company by domain to attribute inbound form fills
• Match a Deal to update pipeline status automatically

Enrich and update Attio with waterfall enrichment

Once you’ve matched a record, use Update Attio Record to push enriched data, routing logic, or lifecycle stages back into Attio instantly.

This keeps your Attio workspace up to date with:

• Enriched contact data (title, seniority, department)
• Lead source tracking (UTMs, campaigns)
• Routing decisions and owner assignments
• Attio meeting outcomes or qualification status

This is especially useful for outbound flows or Attio scheduler workflows where Default acts as the logic layer before CRM updates happen.

Create records from form submissions or meetings booked

No match? No problem. Use Create Attio Record to spin up new People, Companies, or Deals when qualified leads comes schedules a demo from your website or your Default scheduling link.

This lets you:

• Create new CRM records after qualification
• Spin up deals based on routing or segmentation
• Automatically trigger scheduling steps via the Attio scheduler

With this setup, inbound leads can be enriched, matched, routed, and scheduled for Attio meetings, all before your reps even lift a finger.

Why this matters for Attio users

If you’re using Attio, you’ve already invested in a CRM built for speed and flexibility. But turning inbound demand into real pipeline still requires more than fast data access — it demands fast execution.

That’s where Default fills the gap.

By integrating Default with Attio, your team can now:

• Schedule qualified meetings directly from your forms, ads, or outbound flows
• Route and assign leads instantly, using logic like company size, territory, or job title
• Enrich and score leads in real time, before they ever hit your CRM
• Push clean, enriched data into Attio, without relying on manual updates or Zapier hacks
• Recover lost pipeline from demo drop-offs, no-shows, and leads that never got followed up

The results speak for themselves:

• Teams using Default see a 20–30% increase in website conversion
• Default consistently outperforms traditional scheduling tools by 10–15%
• One customer added $300,000 in pipeline in just 4 weeks by automating routing and scheduling
  

If you’re serious about scaling pipeline, Default and Attio give you the infrastructure to do it automatically, and without added headcount.