# Attio and phone.systems(TM) Integration Connecting **phone.systems(TM)** 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(TM), 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(TM) with Attio This guide provides detailed steps on integrating phone.systems(TM) with Attio. Follow the instructions below to complete the setup process. Note To connect phone.systems(TM) 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](https://attio.com/) 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](https://build.attio.com/) 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**. [![New app dialog in the Attio Developer Console](../../../_images/1_create_app.webp)](../../../_images/1_create_app.webp) **Fig. 1.** Create an app in the Attio Developer Console ### Step 3: Launch phone.systems(TM) and connect to Attio 1. In the phone.systems(TM) interface, click **Settings**. 2. Open the **CRM Integrations** tab at the top of the screen. Alternatively, use this direct link: [phone.systems(TM) CRM Integrations](https://phone.systems/ui/index.html#/settings/crm_integrations) 3. Click **Connect** to link your Attio with phone.systems(TM). Note Clicking **Connect** will open the **Connect Attio** form to continue the integration setup. [![Open the Connect Attio form in phone.systems(TM)](../../../_images/2_open_connect_form.webp)](../../../_images/2_open_connect_form.webp) **Fig. 2.** Open the Connect Attio form in phone.systems(TM) ### 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 | [![User Management, Records, Object Configuration, and Notes scopes in the Attio Developer Console](../../../_images/3_scopes_top.webp)](../../../_images/3_scopes_top.webp) **Fig. 3.** Set the User Management, Records, Object Configuration, and Notes scopes Click **Save changes** to save the scopes. [![Save changes button on the Scopes tab of the Attio Developer Console](../../../_images/4_scopes_bottom.webp)](../../../_images/4_scopes_bottom.webp) **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(TM) and paste it into your Attio app On the phone.systems(TM) **Connect Attio** form, copy the **Redirect URL**. [![Copy the Redirect URL in phone.systems(TM)](../../../_images/5_copy_redirect_url.webp)](../../../_images/5_copy_redirect_url.webp) **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(TM). 5. In **OAuth flow URL**, enter the phone.systems(TM) CRM Integrations page: `https://phone.systems/ui/index.html#/settings/crm_integrations`. 6. Click **Save changes**. [![OAuth settings of the Attio app with the Redirect URI and OAuth flow URL](../../../_images/6_paste_redirect_url.webp)](../../../_images/6_paste_redirect_url.webp) **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(TM) On the **OAuth** tab of your Attio app, copy the **Client ID** and the **Client Secret**. [![Copy the Client ID and Client Secret in the Attio Developer Console](../../../_images/7_copy_client_credentials.webp)](../../../_images/7_copy_client_credentials.webp) **Fig. 7.** Copy the Client ID and Client Secret Return to the **Connect Attio** form in phone.systems(TM) 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**. [![Paste the Client ID and Client secret into phone.systems(TM)](../../../_images/8_paste_client_credentials.webp)](../../../_images/8_paste_client_credentials.webp) **Fig. 8.** Paste the Client ID and Client secret into phone.systems(TM) ### 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. [![Attio integration waiting for authorization in phone.systems(TM)](../../../_images/9_authorize_connect.webp)](../../../_images/9_authorize_connect.webp) **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. [![Allow the app to access your Attio workspace](../../../_images/10_authorize_allow.webp)](../../../_images/10_authorize_allow.webp) **Fig. 10.** Allow access to your Attio workspace After you click **Allow**, you return to the phone.systems(TM) **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(TM) automatically. [![Active Attio connection in phone.systems(TM)](../../../_images/11_connected.webp)](../../../_images/11_connected.webp) **Fig. 11.** Active Attio connection in phone.systems(TM) 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(TM)** 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(TM) **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**. [![Associate users button for Attio integration](../../../_images/12_associate1.webp)](../../../_images/12_associate1.webp) **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(TM) users**. 4. Match each Attio user with the appropriate phone.systems(TM) user. 5. Click **Save** to apply the changes. [![Associate Attio users with phone.systems(TM) users](../../../_images/13_associate2.webp)](../../../_images/13_associate2.webp) **Fig. 13.** Associate Attio users with phone.systems(TM) 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(TM)** 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(TM) 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**. [![Attio integration settings button](../../../_images/14_settings_button.webp)](../../../_images/14_settings_button.webp) **Fig. 14.** Attio integration settings button After clicking **Settings**, the **Attio Settings** page opens. [![Attio integration settings menu](../../../_images/15_settings_menu.webp)](../../../_images/15_settings_menu.webp) **Fig. 15.** Attio integration settings menu ### Call journaling Important - Each phone number must be configured individually for call journaling. - [Auto Contact Creation](#ps3-attio-integration-auto-contact-creation), [Call Tags and Notes](#ps3-attio-call-tags-notes), and [Other Settings](#ps3-attio-integration-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](../../Numbers/phone-numbers.html#ps3-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(TM), or [automatic contact creation](#ps3-attio-integration-auto-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(TM) 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(TM). Make changes to these people in Attio. ### Call Tags and Notes Send the [call tags](../call-tags.html#ps3-settings-call-tags) and the [call note](../../Call-analytics/call-history.html#ps3-call-history-notes) 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(TM) 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(TM) replaces the whole call note in Attio. Changes that you made to that note in Attio are overwritten. [![Call tags and notes settings in the Attio integration settings](../../../_images/16_call_tags_notes.webp)](../../../_images/16_call_tags_notes.webp) **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. | [![Other settings in the Attio integration settings](../../../_images/17_other_settings.webp)](../../../_images/17_other_settings.webp) **Fig. 17.** Other settings After configuring these options, click **Save** to apply your changes. Important - To utilize the AI features, [AI Call Insights](../../ai/ai-settings.html#ps3-ai-settings-enable) must be enabled. - Call recordings are not uploaded to Attio.