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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. You’ve already taken the first step by connecting them through the native Allô app in Attio's marketplace. The problem is, the default setup often just logs calls, leaving the most valuable workflows unbuilt and the most powerful insights unused.
You're left with a connection that works, but doesn't actually do anything for you. Your team still has to manually update deal stages after a call, create follow-up tasks, and remember to log call outcomes. The solution is to move beyond the basic connection and build intelligent automations on top of it. We configure your existing integration to automatically process call data and use it to drive your sales process forward.
Our Approach
Our Approach Novlini doesn't just connect the apps we make them work together intelligently. We build custom workflows inside Attio that turn your Allô call data into automated actions.
Automate Actions from Call Outcomes: This is where the real value is unlocked. We configure Attio to listen for call outcomes logged by Allô. When a call is marked 'Connected,' a follow-up task is automatically created. When it's 'Left Voicemail,' the contact can be added to a nurture sequence, ensuring no lead is ever dropped.
Sync Key Insights to Custom Fields: Stop letting valuable data sit in the activity feed. We automatically pull key data points like call duration or disposition codes and sync them to dedicated custom fields in Attio. This makes your call data structured, reportable, and easy to see at a glance.
Create Smarter Call Dashboards: Turn raw call logs into powerful reports. We build dashboards in Attio that give you a high-level view of your team's activity, tracking metrics like calls made per day, connection rates, and meetings booked, all based on structured data from Allô.
Ensure Perfect Record Matching and Logging: We refine the default setup to ensure every call, recording, and transcript is flawlessly matched to the right contacts, companies, and deals in Attio, creating a complete and reliable history of every conversation.
Proven Results
This is the solution for teams who have the Allô integration but feel they're only scratching the surface. It transforms the integration from a simple call logger into an automated sales operations tool. Our clients use this to ensure follow-ups never get missed, get a clear and accurate picture of sales activity, and dramatically reduce the manual admin work for their reps.