Overview
ScreenReply makes it effortless to capture and share exactly what's happening on the screen. Request recordings from customers to troubleshoot complex issues, or record quick updates yourself—all directly in the browser with no software required.
Connect ScreenReply to Attio to generate recording links straight from any Person or Company record. Once a customer finishes recording, the video link is automatically logged as a Note on their profile. This link opens a smart player equipped with an AI-generated summary and clickable timecodes, helping your team understand the problem in seconds.
How it works
Connect ScreenReply to Attio and eliminate endless back-and-forth in your sales conversations, onboarding flows, and support tickets. Request visual context from clients or record your own screen to share updates -without leaving your CRM workspace.
Native Attio Integration: Generate unique screen recording request links or launch your own recording session instantly from any Person or Company record using the quick actions menu.
Request or Record: Generate recording links for your customers so they can show you exactly what they see, or capture your own screen to provide visual feedback, demonstrate a feature, or send a quick update. Both you and your customers can record directly in the browser - no downloads or extensions required.
Automated Note creation: The moment a customer finishes their recording, ScreenReply automatically logs a Note with the video link directly to the corresponding Attio record. Your team gets instant access to the visual context, eliminating manual copy-pasting.
Fully White-Labeled: Build trust with your audience. Customize the user-facing recording page with your own custom domain (e.g., video.yourbrand.com), company logo, and primary brand colors to keep the experience entirely on-brand.
Complete Data Control: Store recordings your way. Use our reliable built-in hosting or connect your own S3-compatible storage (like AWS, Google Cloud, DigitalOcean, etc.) to meet your strict security and compliance needs.
Centralized Dashboard & API: Manage everything in one place. View all recordings, categorize them using custom tags, and use our powerful REST API to build custom automated workflows across your tech stack.
Configure
- Install the app - Browse the official Attio App Store, locate the ScreenReply listing, and click the Install button.
- Connect to ScreenReply - Log in to your existing account or register a new profile, then navigate to the Integrations section from the main menu.
- Authorize the integration - Search for the Attio module and click Connect. Review the requested permission scopes in the OAuth window and authorize ScreenReply to securely interact with your CRM data.
- Get your connection token - Click Setup on the Attio integration card in ScreenReply and copy your proprietary authentication token to your clipboard.
- Connect to Attio - Return to your Attio environment, access the configuration settings for the installed ScreenReply app, and paste your token into the Workspace connection input field to finalize the setup.