Aircall

Overview

With Attio and Aircall, making phone calls and keeping your CRM up-to-date has never been easier.

How it works

Use Aircall to call a record in Attio.

Once you've set up the app connection, you must have Aircall Workspace for Desktop downloaded and open to make a call by follow these steps:

1. Open the person or company record page for the contact you want to call. Make sure a phone number has been added to the person record’s phone number attribute, and click the Call button.
2. If the Aircall app isn’t already open, you will be prompted to open it. The phone number from Attio will be pre-filled in Aircall.
3. Click Call now in Aircall to start the call.

Within a few minutes of the call, Attio will automatically add a note to the person’s record. Thos will include:

• The name of the team member who placed the call in the title
• The date and time the call was placed
• The length of the call
• Whether or not the call was answered
• Any notes taken within Aircall during the call

Configuration

Set up your integration in minutes

This integration requires Aircall’s Desktop App to be installed and used.

Currently, you must dial the number within the Aircall application due to limitations in the Aircall API.

Important note: This feature is currently only available on the Aircall Desktop App. It is not yet supported on iOS or Android.

You must be a workspace admin to set up the Aircall app.

Follow these steps to integrate Attio with Aircall:

1. Click on your workspace name, select Workspace settings from the dropdown, then Apps in the sidebar.
2. Find the Aircall app and click Install.
3. Click + Connect, which will take you to Aircall.
4. Log in, and click Authorize to allow Attio to access your call information.
5. Click + Add numbers, select the phone number you want to use, then click Confirm and Add numbers.
6. Once done, you should see the new connection to Aircall is Connected.