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DialNext

DialNext

Log calls and SMS activity to Attio records

Install app

Overview

DialNext is a customer communication platform that helps businesses manage calls and SMS from one place. It enables teams to make and manage customer calls, use a dialer for customer outreach, and send SMS messages as part of their communication workflow.

With the DialNext and Attio integration, teams can connect their DialNext account with Attio and log call and SMS activity to the relevant person records. This helps teams keep customer communication history organized and accessible alongside their customer information.

DialNext helps businesses streamline customer communication by bringing calling and SMS activity into their existing workflow. Teams can track relevant communication details, including call status, date and time, call duration, and SMS information, without manually recording each interaction.

How it works

DialNext helps businesses manage customer communication through calling and SMS. With the DialNext and Attio integration, teams can connect their DialNext account with Attio and keep communication activity associated with the relevant person records.

Calling with DialNext

Use DialNext to make customer calls while working with your existing customer workflow. Once a call is completed, the call activity can be logged to the relevant person record in Attio.

SMS with DialNext

Send customer SMS messages through DialNext and keep the communication activity linked to the relevant person record in Attio. This helps teams maintain an organized history of customer conversations.

Communication details

Depending on the activity, DialNext can provide relevant communication details such as:

  • Call status

  • Date and time

  • Call duration

  • Answered by

  • Call details

  • SMS sender and recipient

  • SMS date and time

  • Message content

Configure

Connect DialNext with Attio to start logging your calling and SMS activity.

Follow these steps to integrate Attio with DialNext

  1. Log in or sign up for your DialNext account.

  2. Open Integrations from the left sidebar.

  3. Find Attio in the integrations list and click Integrate.

  4. Authorize the connection between DialNext and Attio.

  5. Select the communication features you want to enable.

  6. Save your integration settings.

  7. Make a test call or send an SMS using DialNext.

  8. Open the relevant person record in Attio to verify that the communication activity has been logged.