Attio CRM Specialist & Automation Expert — available for new projects

Attioexpert.Automationbuilder.Systemsthatactuallywork.

I help fast-growing teams migrate to Attio, build AI powered workflows, and connect their stack — Make, Zapier, n8n, Clay, Segment, and custom APIs — so operations run cleanly without the manual overhead.

Works withMakeZapiern8nAttioAPIsAI workflows

About

The person behind the system

I'm Carsten — an Attio CRM specialist and automation expert with 5+ years building workflows, integrations, and backend systems for fast-growing startups and agencies.

I specialize in Attio: migrations from HubSpot and legacy CRMs, custom pipeline design, AI-powered contact enrichment, and deep integrations with tools like Clay, Make, Zapier, n8n, and Segment. I've helped teams automate follow-ups, sync data across their entire stack, and build sales operations that scale cleanly.

Beyond Attio, I handle the full automation layer — lead routing, internal workflows, API connections, and AI-assisted processes. I understand both the technical side and the business logic behind it, which means systems get built right the first time.

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Attio migrations

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work hours saved

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years experience

Attio migrations & setup
AI-powered CRM workflows
Make, Zapier & n8n builds
Clay + Attio enrichment
Segment & Apify pipelines
API & webhook connections
Lead routing & ops systems
5+ years automation experience

Services

What I can help you build

Attio CRM — Setup, Migration & Automation

From migrating off HubSpot to building native automations and deep integrations — I handle the full Attio stack. Clean setup, proper structure, and workflows that run without manual input.

  • Migration from HubSpot and legacy CRMs
  • Custom pipeline, object, and field design
  • Native workflow and lifecycle automation
  • Segment, Clay, and API integrations
Workflow Automation

I build automations that handle the repetitive stuff — routing, alerts, syncing, task creation — so your team can focus on the work that actually matters.

  • Make.com scenario builds
  • Zapier and n8n workflows
  • Multi-step logic and branching
  • Error handling and edge cases
API and Tool Integrations

If two tools don't talk to each other natively, I'll make them. Webhooks, HTTP modules, data mapping — I handle the technical side so your stack works as one system.

  • REST API connections
  • Webhook setup and handling
  • Data transformation and mapping
  • Custom logic between platforms
AI-Powered Workflows

Practical AI integrations for ops teams — contact enrichment, lead personalization, classification, and LLM-driven workflows that plug into your existing automations.

  • Clay + Attio enrichment pipelines
  • GPT and Claude in automation workflows
  • AI-assisted outreach personalization
  • Lovable and LLM workflow design
Ongoing Automation Support

Systems break, requirements change, and things need tuning. I offer async support to keep your automations running clean and adapt them as your business evolves.

  • Debugging broken workflows
  • Performance and logic improvements
  • New trigger and condition additions
  • Async support and documentation

Tools I work with

Make.comZapiern8nAttioHubSpotAirtableClayLemlistHeyReachOrttoSendgridSlackApifyWeb scrapingETL pipelinesSegment CDPREST APIsWebhooksJSONChatGPTClaudeLovableLLM workflowsMake.comZapiern8nAttioHubSpotAirtableClayLemlistHeyReachOrttoSendgridSlackApifyWeb scrapingETL pipelinesSegment CDPREST APIsWebhooksJSONChatGPTClaudeLovableLLM workflows
AirtableClayLemlistHeyReachOrttoSendgridSlackApifyWeb scrapingETL pipelinesSegment CDPREST APIsWebhooksJSONChatGPTClaudeLovableLLM workflowsMake.comZapiern8nAttioHubSpotAirtableClayLemlistHeyReachOrttoSendgridSlackApifyWeb scrapingETL pipelinesSegment CDPREST APIsWebhooksJSONChatGPTClaudeLovableLLM workflowsMake.comZapiern8nAttioHubSpot

Selected Work

Problems solved, systems built

Attio CRM Migration for a Fast-Growing Startup

Migrated a $40M Series B funded startup from a legacy CRM to Attio with zero downtime and a full automation layer built from day one.

AttioSegmentMakeClay

Problem

The team had outgrown their legacy CRM — messy data, no automation, and a sales process that relied entirely on manual work. They needed a clean move to Attio without disrupting an active pipeline.

Solution

Handled the full migration: data cleaning, field mapping, pipeline design, and custom object setup in Attio. Built Segment integration for real-time product data sync and layered in Make workflows for automated follow-ups and lead routing.

Outcome

Zero downtime during the migration. The team moved to Attio with a fully operational automation layer from day one — no manual cleanup, no lost records, no disruption to the sales process.

AI-Powered Lead Enrichment Pipeline

Built a Clay + Attio enrichment pipeline that automatically scores, enriches, and routes inbound leads without any manual input.

ClayAttioMakeAPIs

Problem

Sales reps were spending hours manually researching leads before outreach. Enrichment was inconsistent, coverage was low, and high-intent leads weren't getting prioritized.

Solution

Built a Clay pipeline that pulls inbound leads, enriches with company data, job titles, and intent signals, then pushes structured records into Attio with scores and routing logic applied automatically.

Outcome

Lead research time dropped to near zero. Reps started outreach with fully enriched records and cleaner prioritization — more time selling, less time on manual data work.

Partner Integration Flow Contributing to $40M Series B

Built automated CPL and SQL lead integration workflows that became part of the infrastructure behind a $40M Series B raise.

MakeZapierAPIsSegment

Problem

Partner-sourced leads were being processed manually — slow handoffs, inconsistent data quality, and no reliable way to track partner attribution through the funnel.

Solution

Built automated intake workflows for CPL and SQL leads from partner sources, with validation logic, deduplication, CRM routing, and attribution tracking at each step.

Outcome

Partner lead processing became fully automated and reliable. The system directly supported the company's growth story heading into their Series B — clean attribution, clean data, clean pipeline.

500K User Record Migration to Segment CDP

Led the migration of 500,000+ user records to Segment CDP with no downtime and full data integrity maintained throughout.

SegmentAPIsMakeETL pipelines

Problem

The company needed to move its entire user data infrastructure to Segment CDP to unlock better analytics and downstream integrations. The risk: disrupting live product tracking and analytics during the move.

Solution

Planned and executed a phased migration with parallel tracking during the transition period, data validation at every step, and rollback logic in place before any cutover happened.

Outcome

500K+ records migrated without downtime. All downstream integrations — analytics, CRM, marketing tools — continued working throughout. Zero data loss, zero disruption to the product.

Process

How I work

01

Understand the workflow

Before touching anything, I review the current process end-to-end. What tools are involved, where data moves, what breaks, and what the team actually needs.

02

Map the system

I figure out what should happen, where data should go, and what logic needs to be automated. This step avoids building the wrong thing.

03

Build and test

I set up the workflow, build the logic, and test it across real scenarios — not just the happy path. Edge cases get handled before they become problems.

04

Refine and support

Once live, I clean up anything that needs adjusting, document the system, and provide support for changes as the business evolves.

Why work with me

Built for teams that need it done right

I'm usually the best fit for teams that already know they have workflow problems and want someone who can both figure out what's wrong and build the fix — without turning it into a months-long project.

I focus on systems that are useful in real business operations. Less patchwork, less manual follow-up, and fewer things slipping through the cracks.

Deep Attio expertise

10+ Attio migrations and counting. I know the platform inside out — from object modeling and pipeline logic to native automations and complex Segment or Clay integrations.

Real delivery track record

I've saved teams 500+ work hours through automation, contributed to a $40M Series B by building partner integration flows, and migrated 500K+ user records without downtime.

End-to-end ownership

I don't hand off half-finished work. I own the problem from diagnosis through deployment and make sure it actually solves what it was built to solve.

No unnecessary complexity

I build what's needed, not what's impressive. Clean, maintainable systems your team can actually understand — and that hold up when things get messy.

Contact

Let's build something better

If you need help cleaning up your workflows, connecting your tools, or building automations that actually make day-to-day work easier — let's talk. I take on a limited number of projects at a time, so reach out early.

Usually responds within 24 hours — open to project-based and ongoing work