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Overview
Attio is the CRM where your team manages its pipeline and customer relationships. Allô is the phone system your team uses for all inbound and outbound calls. A proper integration between them creates a seamless workspace, where reps can make calls directly from the CRM and every single interaction is automatically logged, creating a perfect, up-to-the-minute record of all sales activity.
Without this connection, your reps are stuck in a cycle of manual, repetitive work switching tabs to dial numbers and spending valuable time logging call notes instead of selling. This leads to lost productivity and an incomplete CRM. The solution is a direct API integration that deeply embeds your phone system into Attio. We build a real-time bridge that automates the entire call lifecycle, from initiating the call to logging the recording and outcome.
Our Approach
Novlini builds a direct API connection that makes Attio and your Allo phone system work as a single, unified tool for your sales team.
Click-to-Call from Anywhere in Attio: Eliminate manual dialing entirely. We turn every phone number field in Attio into a clickable link. Your reps can start a call instantly with a single click, saving time and reducing errors on every dial.
Automatic Call Logging and Outcome Sync: Ensure no call is ever missed. Every inbound and outbound call is automatically logged as an activity on the correct Attio record, complete with details like call duration, time, and outcome. Reps can focus on the conversation, not the data entry.
Embed Recordings and Transcripts: Bring context to every conversation. A link to the call recording and the full transcript from Allo is automatically attached to the activity log in Attio. This makes it easy for managers to review calls, coach their team, and understand the full context of a deal.
Intelligent Contact Matching: Keep your data clean. The integration intelligently matches incoming calls to existing contacts based on their phone number. If a number isn't recognized, it provides a simple prompt to create a new contact, preventing duplicate records and lost interactions.
Proven Results
This integration is a must-have for any high-volume sales or customer success team. It immediately removes the administrative burden from reps, boosting their productivity and morale. Clients see a dramatic improvement in the quality and completeness of their CRM data, which leads to more accurate reporting and more effective coaching for sales managers.