Attio integration

How to connect the CRM Attio with the sipgate App for contact synchronization and telephony.

Attio offers a completely new type of CRM that works in real time, is fully customizable, and collaborates intuitively. With Attio, companies have the ability to create, build, and deploy their CRM exactly the way they want.

With sipgate, you can make calls directly from Attio and use your contacts in the sipgate app. This way, you always see which contact is calling and do not have to switch between different tools. sipgate is your phone system with the telephony app for desktop and mobile.

Integration of Attio in the sipgate app:

1

Select integration

In the sipgate app, click the gear icon on the left and select the item "Integrations".

Under the "Integrations" section, search for the entry "Attio" and click the "Connect with Attio" button.

2

Enter API data

Enter the required API key and the API URL here. This is: https://app.attio.com/yourcompanyname.

As an example for sipgate: https://app.attio.com/sipgate

attio_api.png

3

Confirm connection

You have now successfully connected Attio and the sipgate app.

Note: Depending on the number of contacts to be integrated, it may take a few minutes before they are displayed completely.

Finding or creating an API key in your Attio account:

1

Open object settings

In your Attio account, click the button with the three dots in the top right corner (next to the icon with your initials) and select "Object Settings" from the menu.

attio1.png

2

Create integration

Now select the "Developers" menu item and then click the blue "Create a new integration" button.

attio2.png

In the new pop-up window, please assign any name you like for the new integration and then click "Create".

attio3.png

3

Configure scopes

In the view that follows, open the "Scopes" entry and set the value "Read" for "Records" and "Object Configuration" respectively.

attio4.png

4

Copy access token

Finally, open the "Access tokens" entry. Here you can view, copy, and delete the access token (API key). If needed, you can also create a new token/API key here.