How to integrate Attio account with KrispCall?
Connecting Attio with your KrispCall account helps you keep all your customer conversations and call data in one place. It enables your team to log calls automatically, view details in real-time, and handle support more efficiently without switching between platforms.
This guide walks you through the steps to connect Attio with KrispCall, enhancing your workflow while keeping everything organized.
KrispCall and Attio integration offers several advantages to enhance your sales strategy. Here are some of the key benefits that can improve your business productivity and efficiency.
By linking KrispCall with Attio, your call activity and support tickets are visible in one unified system. Every call is logged automatically and matched with the correct contact in Attio, reducing the need for manual data entry.
Support agents can instantly access call history, notes, and recordings. This means they spend less time searching for information and more time helping customers.
Every change made to contact details in either KrispCall or Attio gets instantly updated in both platforms. With this, your contact lists remain consistent, accurate, and up to date.
Whether you're updating details or adding new contacts, the integration automatically syncs the changes across both tools. This guarantees the data accuracy with reduced redundancy.
When a call comes in through KrispCall, your team instantly sees who’s calling, along with their full history from Attio. Every detail regarding the account is right there.
With this, it reduces the need for repeated questions and speeds up the assistance process, leading to more satisfying customer experiences.
With Attio and KrispCall integration, inbound and outbound calls are automatically logged in Attio along with the details (timestamps, caller information, call duration). Meaning, your team never wastes time entering call data manually.
Additionally, any notes taken during or after the interaction in KrispCall are synced automatically with the Attio contact. This ultimately reduces errors and makes sure no important details are missed.
Step 1: __Log in to the KrispCall account__ and go to Settings.
Step 2: In the settings section, Integrations can be seen under APP SETTINGS, click on Integrations.
Step 3: Once you click on integrations, many tools and CRMs can be found, which you can integrate with KrispCall. To connect Attio, search for 'Attio' and click the 'Connect' button below the Attio CRM.
Step 4: After clicking the Connect button, you will be redirected to Attio’s authorization page.
Step 5: Click the Confirm button, and the “ Integration successful !” message will pop up in your KrispCall dashboard, and ATtio will be displayed under active integrations.
Ensure members have integrated Attio accounts.
The admin/owner can view member integrations and make changes to members' account settings.
Members cannot view admin/owner integrations.
Member's settings changes don’t affect Admin/Owner’s settings.
Admin/Owner setting changes don’t affect members' settings.
After the successful integration of Attio, users can enable or disable different settings. In the first step, users can either edit or delete the integration.
To delete the active integration, click the three dots and select the 'Delete' option.
After the delete is successful, “Integration status updated successfully” message pop-ups.
To edit the integration, click the three dots and select the Edit option.
The edit option provides different settings options where users can make changes according to their requirements.
General settings is the first setting option where three additional settings options are available. All the toggle buttons on the general settings will be on by default.
Create new contacts for calls: This button helps in one-way contact sync if the toggle is on, i.e., the contact created in KrispCall gets synced to Attio. If the toggle is off, then the contacts won’t be synced.
Contacts 2-way sync: This button helps in 2-way contact sync if the toggle is on, i.e., the contacts created in Attio get synced to KrispCall. If the toggle is off, then the contact won’t be synced. This button also helps in initial sync, i.e., if there are previous contacts either in KrispCall or Attio, then by toggling this button, the contacts get synced to both sides.
Notes logging: This option helps to sync notes to Attio, which are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to Attio.
The workflow setting is present right after the general settings. All the options under workflow settings are set to Calls (Engagements) at first. Users can click on the settings and change them as per their requirements.
Log outgoing answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing answered calls will be synced to calls of Attio. By enabling the setting as Disabled, the outgoing answered calls will not be synced to Attio.
Log outgoing unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing unanswered calls will be synced to calls of Attio. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to Attio.
Log incoming answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming answered calls will be synced to calls of Attio. By enabling the setting as Disabled, the incoming answered calls will not be synced to Attio.
Log incoming unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming unanswered calls will be synced to calls of Attio. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Attio.
Log voicemail as Call (Engagements)/Disabled: By enabling the settings as Call (Engagements), the voicemail log will be synced to Attio. By enabling the setting as Disabled, the voicemail log will not be synced to Attio.
Log incoming SMS as Notes/Disabled: Enabling the setting as Notes will sync the incoming SMS to Notes of Attio. However, it will not sync if the setting is disabled.
Log outgoing SMS as Notes/Disabled: Enabling the setting as Notes will sync the outgoing SMS to Notes of Attio. However, it will not sync if the setting is disabled.
Fig: Options available under workflow settings
The connected numbers setting is present after the workflow settings. Two options are available under connected numbers settings.
Log phone calls for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration.
Log SMS for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting is used to ensure the log of sms for the selected numbers to be synced at Attio.
If the user purchases the number after integration, then they need to add the number manually to the connected numbers.
*Note:* If there are no selected numbers, then the call logs/SMS will not be synced in Attio.
This guide walks you through the steps to connect Attio with KrispCall, enhancing your workflow while keeping everything organized.
Benefits of integrating Attio with KrispCall.
KrispCall and Attio integration offers several advantages to enhance your sales strategy. Here are some of the key benefits that can improve your business productivity and efficiency.
All-in-one call and ticket management
By linking KrispCall with Attio, your call activity and support tickets are visible in one unified system. Every call is logged automatically and matched with the correct contact in Attio, reducing the need for manual data entry.
Support agents can instantly access call history, notes, and recordings. This means they spend less time searching for information and more time helping customers.
Two-way contact sync
Every change made to contact details in either KrispCall or Attio gets instantly updated in both platforms. With this, your contact lists remain consistent, accurate, and up to date.
Whether you're updating details or adding new contacts, the integration automatically syncs the changes across both tools. This guarantees the data accuracy with reduced redundancy.
Quicker responses with real-time context
When a call comes in through KrispCall, your team instantly sees who’s calling, along with their full history from Attio. Every detail regarding the account is right there.
With this, it reduces the need for repeated questions and speeds up the assistance process, leading to more satisfying customer experiences.
Automatic call logging and note syncing
With Attio and KrispCall integration, inbound and outbound calls are automatically logged in Attio along with the details (timestamps, caller information, call duration). Meaning, your team never wastes time entering call data manually.
Additionally, any notes taken during or after the interaction in KrispCall are synced automatically with the Attio contact. This ultimately reduces errors and makes sure no important details are missed.
How to integrate Attio with KrispCall?
Step 1: __Log in to the KrispCall account__ and go to Settings.
Step 2: In the settings section, Integrations can be seen under APP SETTINGS, click on Integrations.
Step 3: Once you click on integrations, many tools and CRMs can be found, which you can integrate with KrispCall. To connect Attio, search for 'Attio' and click the 'Connect' button below the Attio CRM.
Step 4: After clicking the Connect button, you will be redirected to Attio’s authorization page.
Step 5: Click the Confirm button, and the “ Integration successful !” message will pop up in your KrispCall dashboard, and ATtio will be displayed under active integrations.
Manage member Integration settings by the admin/owner
Ensure members have integrated Attio accounts.
The admin/owner can view member integrations and make changes to members' account settings.
Members cannot view admin/owner integrations.
Member's settings changes don’t affect Admin/Owner’s settings.
Admin/Owner setting changes don’t affect members' settings.
Integration Settings
After the successful integration of Attio, users can enable or disable different settings. In the first step, users can either edit or delete the integration.
To delete the active integration, click the three dots and select the 'Delete' option.
After the delete is successful, “Integration status updated successfully” message pop-ups.
To edit the integration, click the three dots and select the Edit option.
The edit option provides different settings options where users can make changes according to their requirements.
General Settings
General settings is the first setting option where three additional settings options are available. All the toggle buttons on the general settings will be on by default.
Create new contacts for calls: This button helps in one-way contact sync if the toggle is on, i.e., the contact created in KrispCall gets synced to Attio. If the toggle is off, then the contacts won’t be synced.
Contacts 2-way sync: This button helps in 2-way contact sync if the toggle is on, i.e., the contacts created in Attio get synced to KrispCall. If the toggle is off, then the contact won’t be synced. This button also helps in initial sync, i.e., if there are previous contacts either in KrispCall or Attio, then by toggling this button, the contacts get synced to both sides.
Notes logging: This option helps to sync notes to Attio, which are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to Attio.
Workflow Settings
The workflow setting is present right after the general settings. All the options under workflow settings are set to Calls (Engagements) at first. Users can click on the settings and change them as per their requirements.
Log outgoing answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing answered calls will be synced to calls of Attio. By enabling the setting as Disabled, the outgoing answered calls will not be synced to Attio.
Log outgoing unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing unanswered calls will be synced to calls of Attio. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to Attio.
Log incoming answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming answered calls will be synced to calls of Attio. By enabling the setting as Disabled, the incoming answered calls will not be synced to Attio.
Log incoming unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming unanswered calls will be synced to calls of Attio. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Attio.
Log voicemail as Call (Engagements)/Disabled: By enabling the settings as Call (Engagements), the voicemail log will be synced to Attio. By enabling the setting as Disabled, the voicemail log will not be synced to Attio.
Log incoming SMS as Notes/Disabled: Enabling the setting as Notes will sync the incoming SMS to Notes of Attio. However, it will not sync if the setting is disabled.
Log outgoing SMS as Notes/Disabled: Enabling the setting as Notes will sync the outgoing SMS to Notes of Attio. However, it will not sync if the setting is disabled.
Fig: Options available under workflow settings
Connected Numbers
The connected numbers setting is present after the workflow settings. Two options are available under connected numbers settings.
Log phone calls for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration.
Log SMS for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting is used to ensure the log of sms for the selected numbers to be synced at Attio.
If the user purchases the number after integration, then they need to add the number manually to the connected numbers.
*Note:* If there are no selected numbers, then the call logs/SMS will not be synced in Attio.
Updated on: 25/06/2025
Thank you!