Connect Attio
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Attio is your CRM and the source of truth. Redialler is a calling layer on top of it. This guide covers the connection, what Redialler reads, what it writes back, and what happens when a write fails.
Connect your workspace
An organisation admin opens CRM, then Connection, and chooses Attio. Attio asks you to approve access for Redialler. Approve it, and you return to Redialler connected.
The connection is stored encrypted. An admin can reconnect or disconnect it at any time. Other members see the connection status only.
What Redialler reads
- People: name, phone numbers, email, and company.
- Companies: name and basic context shown on the call screen.
- Lists and saved views: used as sources for Power and Parallel queues.
- Open tasks on a person, shown during the call.
When you dial a number by hand, Redialler looks it up by phone number and shows the matching person. List sources are refreshed from Attio each time a session starts.
What Redialler writes back
- A note on the person with the outcome, your notes, the number used, and the transcript.
- The recording, attached as a file on the record.
- A follow-up task, if you set one.
- A new person record, if the number you dialed was not in Attio.
Redialler never deletes your Attio records. It replaces only its own earlier note for the same call, and it adds a person to the calling list when they have no entry on it.
When a write fails
Writes are queued and retried in the background. A short Attio outage will not lose a note. If a write keeps failing, the call shows a sync error in the Call log and in Ops.
Open the call and choose Retry. Fix the cause first if it is obvious, for example a connection that shows Reconnect required in CRM, then Connection.
Related guides
Still stuck? Email hello@redialler.com.