Aircall app

Make phone calls to your Attio records through Aircall.

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Connect Attio with Aircall to make phone calls to your person records through the Aircall dialer.

Connect Aircall with Attio

Note that 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.

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. Follow these steps to make a call:

  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.

  2. Click the Call button in the top-right corner. If you're calling from a company record, choose the team member you want to call.

3. 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.

4. Choose the line you want to call from, and click Call now in Aircall to start the call. Details like the person's job title and location will appear in Aircall.

Within a few minutes after the call, Attio will automatically add a note to the person’s record. The note 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