Attio

This integration is only available on Call Connector v2.

This integration is coming soon!

Connecting Attio to CallConnector.ai 

Click on the Attio card — a "Connect" button will appear on the card

Click "Connect"

An Attio OAuth authorization pop-up will open

Review the workspace shown and the list of permissions the app is requesting, including read/write access to records, notes, tasks, webhooks, and more

Click "Confirm" to authorize the connection

A confirmation pop-up will appear: "App Connected" — your Attio account has been successfully connected

Click "Close Window"

Attio will now show a green "Connected" badge on its card

How Events Are Logged

Note that all telephony events must be associated with a contact in order to be successfully logged to Attio, because they are logged as contact notes. This means that if no contact match is found, and contact creation is disabled, the event will not be logged.

Call

Calls are logged as contact notes. The call recording, transcript, and summary (if any are available) will be logged as separate notes. The "subject" line of the notes will contain the call ID, enabling you to easily match the recording, transcript, and summary to the correct call.

Call logged as a note in Attio.

The different call "parts", containing the core call details, recording link, transcript link, and summary, on the contact's page in Attio.

The different call "parts" of a call as notes, as seen in the main dashboard in Attio.

SMS

Text (SMS) events are logged as contact notes.

SMS logged as a note in Attio.

SMS logged as a note, as seen in the contact's activity tab.

Fax

Faxes are logged as contact notes. However, the Attio API does not support file upload, which means that the file itself will not be stored in Attio. There will only be a note indicating a fax was received, with a link to the fax if one is available.

Fax logged as a note in Attio.

Fax logged as a note, as seen in the contact activity tab in Attio.

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