Overview
Integrating Attio and RingCentral is fast and easy, requiring zero technical expertise or coding. Once up and running, you’ll be able to call customers from any record using RingCentral’s telephony to power calling technology - without leaving Attio.
How it works
Attio’s RingCentral integration elevates customer engagement, streamlines sales workflows, and boosts productivity by integrating RingCentral’s cloud phone directly into Attio. Enable your team to quickly initiate calls from a record.
Configure
Connect your RingCentral account to Attio in the Connections tab.
Once you have the connections set up, go to any Person record and select the RingCentral integration from the record actions. Use RingCentral’s embedded phone to click-to-dial the selected person.