Redialler app for Attio
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The Redialler app puts calling inside Attio. Call a person from their record, turn a selection of people into a calling queue, and use Attio workflows to queue people and act when a call ends. Calls are written back to Attio through your organisation's Redialler connection.
What the app adds
- Call with Redialler, an action on every person record.
- A Redialler widget on the person record with the same call flow.
- Create Redialler queue, an action for a selection of up to 250 people.
- Add or schedule person, a workflow step that adds a person to your Attio workflow inbox queue in Redialler, now or later.
- Redialler call completed, a workflow trigger that starts when a call ends.
Before you install
You need a Redialler account with at least one US calling number, and your Attio workspace connected in Redialler. An organisation admin connects Attio once for the whole team.
The Connect Attio guide covers that connection and what Redialler reads and writes.
Install and set up the app
Install the Redialler app in your Attio workspace. Open the app's settings page, enter https://redialler.com as the Redialler base URL, and choose Test connection. The test checks your own Redialler account, your organisation, and the Attio permissions. It does not place a call.
The base URL must be the plain web address, with no path after it.
Connect each rep
The first time a rep uses the app, Attio asks them to connect their Redialler account. Each rep connects their own account, so each call opens in that rep's own Redialler.
A rep can check, renew, or remove their connection in Redialler under Settings, then Integrations, then Your Attio connection.
Call from a person
Open a person and choose Call with Redialler, or use the Redialler widget on the record. Pick one of the person's phone numbers. Redialler opens in a new tab with the person loaded, ready to call. Attio may ask you to confirm before it opens the new tab.
Only US numbers can be called. If you are already on a call or saving an outcome, Redialler asks you to finish that first, so two calls never compete.
Build a queue from people
Select up to 250 people in Attio and choose Create Redialler queue. Give the queue a name. When it is ready, choose Open queue to start calling it in Power or Parallel mode.
See Power mode and Parallel mode for how a queue is worked.
Use Attio workflows
Add the Add or schedule person step to a workflow. Give it the person and the phone number to call, and optionally a time in Schedule for. The step adds them to the rep's Attio workflow inbox queue in Redialler, straight away or at that time. It cannot add to a queue made with Create Redialler queue. To call them, open the Attio workflow inbox queue in Redialler.
Use the Redialler call completed trigger to start a workflow when a call ends, for example to update a deal or tell your team.
If something does not work
Choose Test connection on the app's settings page first. It shows your rep and workspace, then each check as OK or Error with a short message, so you can see which part needs fixing.
If the new tab does not open, allow pop-ups for Attio in your browser and try again.
For call and sync problems, see Troubleshooting, or email hello@redialler.com.
Related guides
Still stuck? Email hello@redialler.com.