Dialfyne

Dialfyne connects your Attio workspace to AI voice and dialer workflows so sales teams can call from Dialfyne while keeping people, companies, and deals in sync. After a call, Dialfyne can write a clear outcome note back onto the matching Attio person record, so reps do not have to copy-paste updates by hand. Use Dialfyne for outreach and coaching; keep Attio as the system of record for CRM data and follow-up context.

1. An admin connects Attio from Dialfyne Integrations using secure OAuth.
2. Dialfyne syncs people, companies, and deals into the Dialfyne System read model so callers and coaches can work from current CRM context.
3. When a dialer call finishes, Dialfyne matches the lead by email or phone and creates a note on that Attio person with outcome, disposition, duration, and whether a meeting was booked.
4. You can reconnect or disconnect anytime from Dialfyne; tokens are handled through Nango so refresh stays automatic.

1. In Dialfyne Owner settings, enable the Attio connector for the workspace.
2. Go to Dialfyne → Integrations → Attio → Connect, then approve access in Attio.
3. Click Sync now to pull people, companies, and deals.
4. Ensure Attio people records have phone and/or email so call writeback can match the right person.
5. Make a test call from Dialfyne and confirm a note appears on the person in Attio. Required Attio permissions: read object configuration, read records, and read/write notes.