Learn how to integrate Attio with ContactSwing’s phone capabilities. This guide shows you how to automate CRM-triggered communications.

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🎥 Video walkthrough

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Step-by-step guide

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1. Set up your Attio connection 🔐

  • Step 1: Log in to your Attio account at https://app.attio.com.
  • Step 2: From the dropdown beside your workspace name, click Workspace settings.
  • Step 3: Navigate to the Developers tab.
  • Step 4: Click on New Access Token.
  • Step 5: Set the appropriate Scopes for the integration.
  • Step 6: Copy the generated Access Token.

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2. Connect Attio to Contactswing 🔗

  • Open the Contactswing platform.
  • Click on Select a connection.
  • Paste your Attio Access Token.
  • Select your workspace space if prompted.

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3. Choose your Attio Object 🧩

  • Choose the object that will trigger the workflow:
    • Person
    • Company
  • These objects represent the entities whose creation or update will initiate a phone call through Contactswing.

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4. Configure the Contactswing Call Action 📞

  • In Contactswing, choose CALL as the response type.
  • Enter your Workspace API Key.
  • Add the Webhook URL provided by Contactswing.
  • The system will now automatically place a call whenever the selected Attio object is created or updated.

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5. Activate your Agentic AI Flow ⚡

  • Review all trigger and action settings.
  • Click Publish to activate the flow.
  • Once published, your system will automatically trigger a phone call when a new person or company is added in Attio.

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Example Scenario

  • A new Person is added in Attio CRM.
  • The trigger activates the Agentic AI workflow.
  • Contactswing places a personalized phone call to that person using your preconfigured settings.

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Benefits

  • Hands-free outreach: No more manual dialing.
  • Faster engagement: Reach customers instantly as they enter your CRM.
  • Flexible workflows: Customize messages and logic using Agentic AI.
By integrating Attio with Contactswing, your team can build intelligent, responsive workflows that ensure every lead or client gets timely, human-like communication. 🤖