Attio and phone.systems™ Integration

Connecting phone.systems™ with Attio CRM allows you to manage customer calls and synchronize contact data. The integration includes the following features:

• Sync contacts automatically: Keep Attio people updated in phone.systems™, including their names, phone numbers, emails, companies, and job titles.

• Call journaling: Calls can be logged in Attio as notes on the related people.

• Create new contacts automatically: When an unknown number calls, a new person can be created in Attio automatically.

• Send call tags and notes: The tags and notes that agents add to a call can be added to the call note in Attio.

• Upload AI call insights results: AI-generated call analytics can be added to call notes.

Note

Call recordings are not uploaded to Attio.

---

Connecting phone.systems™ with Attio

This guide provides detailed steps on integrating phone.systems™ with Attio. Follow the instructions below to complete the setup process.

Note

To connect phone.systems™ with Attio, create an app in the Attio Developer Console and copy its Client ID and Client Secret.

Step 1: Sign in to your Attio account

To get started, open the Attio website and sign in to your account or create a new one.

Step 2: Create an app in the Attio Developer Console

1. Open the Attio Developer Console and click Sign in with Attio.

2. If you are using the Developer Console for the first time, enter an Account name and a Slug to create a developer account.

3. In the left menu, click New app.

4. Enter a Name for the app. The Slug is filled in automatically.

5. Click Create app.

Fig. 1. Create an app in the Attio Developer Console

Step 3: Launch phone.systems™ and connect to Attio

1. In the phone.systems™ interface, click Settings.

2. Open the CRM Integrations tab at the top of the screen. Alternatively, use this direct link: phone.systems™ CRM Integrations

3. Click Connect to link your Attio with phone.systems™.

Note

Clicking Connect will open the Connect Attio form to continue the integration setup.

Fig. 2. Open the Connect Attio form in phone.systems™

Step 4: Add the required scopes to your Attio app

In the Attio Developer Console, open your app and go to the Scopes tab. On the Workspace scopes tab, set the following scopes:

Scope	Access	Used for
User Management	Read	Listing Attio workspace members for user association
Records	Read-write	Synchronizing people and creating new people
Object Configuration	Read	Reading the people and company objects
Notes	Read-write	Logging calls as notes
Webhooks	Read-write	Receiving contact changes from Attio

Fig. 3. Set the User Management, Records, Object Configuration, and Notes scopes

Click Save changes to save the scopes.

Fig. 4. Save the scopes

Important

The connection fails if any of these scopes is missing.

Step 5: Copy the Redirect URL from phone.systems™ and paste it into your Attio app

On the phone.systems™ Connect Attio form, copy the Redirect URL.

Fig. 5. Copy the Redirect URL

In the Attio Developer Console, continue configuring your app:

1. Open the OAuth tab.

2. Turn on OAuth.

3. In Redirect URIs, click New redirect URI.

4. Paste the Redirect URL from phone.systems™.

5. In OAuth flow URL, enter the phone.systems™ CRM Integrations page: https://phone.systems/ui/index.html#/settings/crm_integrations.

6. Click Save changes.

Fig. 6. Configure OAuth in your Attio app

Step 6: Copy the Client ID and Client Secret from Attio and paste them into phone.systems™

On the OAuth tab of your Attio app, copy the Client ID and the Client Secret.

Fig. 7. Copy the Client ID and Client Secret

Return to the Connect Attio form in phone.systems™ and fill in the following fields:

1. Paste the Client ID into the Client ID field.

2. Paste the Client Secret into the Client secret field.

3. Click Connect.

Fig. 8. Paste the Client ID and Client secret into phone.systems™

Step 7: Authorize the connection

After you click Connect, Attio appears under Active Integrations with the status Waiting authorization.

1. Click Connect on the Attio integration.

Fig. 9. Start the authorization

2. Attio opens a permission window for your workspace. Review the permissions and click Allow.

Note

Attio shows a warning that the app has not been approved by Attio. This is expected for an app that you create for your own workspace.

Fig. 10. Allow access to your Attio workspace

After you click Allow, you return to the phone.systems™ CRM Integrations page, where Attio appears under Active Integrations with the status Connected.

Note

Existing people from Attio are synchronized automatically. Changes to people in Attio, including new, updated, deleted, and merged people, appear in phone.systems™ automatically.

Fig. 11. Active Attio connection in phone.systems™

Important

• The integration connects to one Attio workspace. Reconnecting to a different workspace is rejected.

• Links to Attio records use the workspace slug saved when you connect. If you rename the workspace slug in Attio, reconnect the integration.

---

Associate users for Attio

After the Attio integration is successfully connected, you can associate Attio workspace members with their corresponding phone.systems™ users.

User association identifies the agent in the call note sent to Attio. Only calls handled by associated users are journaled. Calls handled by users who are not associated are not journaled.

1. Go to phone.systems™ Settings, then open CRM Integrations.

2. Under Active Integrations at the top of the page, you will see Attio marked as Connected.

3. Click Associate users.

Fig. 12. Associate users button for Attio integration

After clicking Associate users, a dialog opens where you can link Attio users with corresponding phone.systems™ users.

4. Match each Attio user with the appropriate phone.systems™ user.

5. Click Save to apply the changes.

Fig. 13. Associate Attio users with phone.systems™ users

Users who are not associated can be associated later. To add or change associations, click Associate users again. Suspended Attio workspace members are not listed.

Note

Attio notes do not have an owner. The associated agent is shown in the text of the call note.

---

Configuring Attio Integration Settings

After the Attio integration is connected, you can configure how calls and contacts are synchronized between phone.systems™ and Attio.

These settings control call journaling behavior, automatic contact creation, and the upload of additional call-related data. Configuration applies only to phone numbers with call journaling enabled.

1. In phone.systems™ go to Settings, then open CRM Integrations.

2. Under Active Integrations at the top of the page, you will see Attio marked as Connected.

3. Click Settings.

Fig. 14. Attio integration settings button

After clicking Settings, the Attio Settings page opens.

Fig. 15. Attio integration settings menu

Call journaling

Important

• Each phone number must be configured individually for call journaling.

• Auto Contact Creation, Call Tags and Notes, and Other Settings apply only for numbers with enabled call journaling.

Call journaling automatically logs inbound and outbound calls as notes on related people in Attio.

In the phone numbers menu, enable inbound and outbound call journaling separately for each required number.

Open the related person’s record in Attio to view the journaled call note. The note contains the call direction, source and destination numbers, the duration for answered calls, and the agent. The selected AI Call Insights results are included when available and enabled in the integration settings.

The call must match a person already synchronized into phone.systems™, or automatic contact creation must create a person first. The integration does not search Attio by phone number when journaling a call. A person that exists in Attio but has not yet synchronized into phone.systems™ is treated as unknown.

Auto contact creation

This feature automatically creates a new person in Attio when a call is handled from a number that does not match an existing contact.

Both options are disabled by default. Enable each call direction for which you want new people to be created.

Setting	Description
Inbound calls	Create a person for inbound calls from unknown numbers.
Outbound calls	Create a person for outbound calls to unknown numbers.

Important

• Calls are logged in Attio only on synchronized people or people created automatically for the call. For an unknown number, enable auto contact creation for the required call direction.

• A person created automatically is named Automatically Created and has only the phone number. You can rename the person in Attio.

• Contacts synchronized from Attio cannot be edited or deleted in phone.systems™. Make changes to these people in Attio.

Call Tags and Notes

Send the call tags and the call note that agents add to a call to the matching call note in Attio.

Setting	Description
Send call tags to CRM	When enabled, the call’s tags are sent to Attio.
Send call notes to CRM	When enabled, the call note written by the agent is sent to Attio.

Both settings are disabled by default and work independently. They are not part of AI Call Insights and do not require an AI plan.

Tags and notes are sent when the call is logged in Attio, and the call note is updated if they change later.

phone.systems™ adds the tags and the agent’s call note to the Attio note on a Tags: line and a Notes: line. A line is added only when the call has tags or a note. Tags are sent as text because Attio call notes do not have a tag field for these labels.

Warning

The call note is free text written by the agent. It is sent to Attio exactly as written and is not covered by call recording PII redaction.

When the tags or the note change, phone.systems™ replaces the whole call note in Attio. Changes that you made to that note in Attio are overwritten.

Fig. 16. Call tags and notes settings

Other settings

These settings control what additional call-related data is automatically uploaded to Attio.

Setting

Description

Upload AI call insights results

When enabled, detailed analytics from our AI engine will be added to the call note. This can include: Key topics: A summary of the main topics discussed. Call summary: A concise, AI-generated summary of the conversation. Talk to listen ratio: A breakdown of how much each party spoke. Sentiment analysis: An analysis of the emotional tone of the call. Transcription: A full, written transcript of the call.

Fig. 17. Other settings

After configuring these options, click Save to apply your changes.

Important

• To utilize the AI features, AI Call Insights must be enabled.

• Call recordings are not uploaded to Attio.