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Attio integration

This is how you connect the CRM Attio with the sipgate app for contact synchronization and telephony.

Attio offers a completely new kind of CRM that works in real time, is fully customizable, and collaborates intuitively. With Attio, companies have the opportunity to create, build, and deploy their CRM exactly how 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 don't 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

Click the gear icon on the left in the sipgate app and select the "Integrations" item.

Under "Integrations," look for the entry "Attio" and click the "Connect with Attio" button. attio.png

2

Enter API data

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

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

attio_api.png
3

Confirm connection

This means you have successfully connected Attio and the sipgate app.

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

Find or create the API key in your Attio account:

1

Open Object Settings

In your Attio account, click the three-dot button 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 assign the value "Read" to both "Records" and "Object Configuration".

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. attio5.png

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