Automate Deal Pipeline + Customer Success on Attio

Описание: Stop manually managing your deal pipeline! Learn how to automate your sales-to-customer-success handoff in Attio CRM with this step-by-step workflow tutorial.

In this video, I'll show you how to:

1. Set up and customize your deals object in Attio
2. Use the Kanban view to visually manage your pipeline stages
3. Build an automation that instantly moves won deals to your customer success pipeline
4. Automatically assign customers to your CS team—no emails or manual handoffs required

This 10-step workflow eliminates the friction between your sales and customer success teams. Once configured, every closed-won deal triggers automatic onboarding assignment, customer tagging, and pipeline updates.

Perfect for: Founders, RevOps managers, sales leaders, and anyone building a scalable GTM motion in Attio.

Timestamps:
0:00 - Why you need deal pipeline automation
0:35 - Navigating the Attio Kanban view
1:19 - Setting up your deals object
2:12 - Understanding record relationships (deals, people, companies)
3:08 - Creating customer type attributes
3:58 - Pipeline view walkthrough
5:13 - Building the automation workflow
6:49 - Auto-tagging companies as customers
7:25 - Enabling customer success pipeline
8:29 - Final customer success pipeline overview

Related videos:
→ Attio CRM setup for startups
→ Building a lead enrichment engine with Clay + Attio
→ RevOps automation for 2-person teams

Resources:
🔗 Attio CRM: https://attio.com

Connect with me:
LinkedIn:   / prashantmantri88  

#Attio #CRM #SalesAutomation #CustomerSuccess #RevOps #GTMStrategy #StartupTools #DealPipeline #SalesOps #AttioCRM #B2BSaaS #SalesWorkflow #CRMAutomation #GTMWalnut