Connect Attio and OpenPhone to unlock the power of automation
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Set up your first integration
Quickly connect Attio to OpenPhone with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Attio with OpenPhone - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List Entry Created" from Attio.
Add your action
An action happens after the trigger—such as "Create or Update Contact" in OpenPhone.
You’re connected!
Zapier seamlessly connects Attio and OpenPhone, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ListRequired
Try ItTriggerInstant- ListRequired
Try ItTriggerInstant- ObjectRequired
Try ItTriggerInstant- Task Created
Triggers when a task is created.
Try ItTriggerInstant
- ListRequired
Try ItTriggerInstant- ObjectRequired
Try ItTriggerInstant- ObjectRequired
Try ItTriggerInstant- ListRequired
ActionWrite
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Practical ways you can use Attio and OpenPhone
Add new OpenPhone contacts to Attio
When a new contact is created in OpenPhone, Zapier will automatically add or update the contact information in Attio. This ensures your CRM stays current without manual data entry, helping businesses maintain accurate customer records and save time.
Business Owner
Log completed OpenPhone calls to Attio
Zapier logs completed calls from OpenPhone into Attio as records. By syncing this data automatically, engineers can easily manage client or partner call histories in one place, ensuring all communication details are preserved.
EngineeringTrack candidate communication from OpenPhone to Attio
When a candidate communication is logged in OpenPhone, Zapier automatically adds it as a note in Attio. This provides HR teams with a streamlined approach to track recruitment conversations, reducing fragmented information and improving the hiring process.
HR & Recruiting Ops
Frequently Asked Questions about Attio + OpenPhone integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Attio and OpenPhone
How do I connect Attio with OpenPhone?
You can connect Attio with OpenPhone using our integration platform. First, go to the integrations section in your workspace and find OpenPhone in the available apps list. Select it, and you'll be guided through the authentication process to link your accounts. Once connected, you can start setting up your desired triggers and actions.
What triggers and actions are available when integrating Attio with OpenPhone?
When integrating Attio with OpenPhone, you have several options. Triggers can include events like 'New Call,' 'New Voicemail,' or 'New Text Message' in OpenPhone. Actions might involve updating a contact record in Attio or creating a new task when one of these events occurs.
Can I automatically update contact information in Attio when I receive a call on OpenPhone?
Yes, you can set up a trigger-action sequence where receiving a call on OpenPhone (trigger) automatically updates the corresponding contact's information in Attio (action). You'll need to map the fields from OpenPhone to those in Attio during setup.
Is it possible to create automated tasks in Attio based on text messages received in OpenPhone?
Absolutely! You can configure the integration so that each new text message received in OpenPhone triggers the creation of a task within Attio. This ensures that important communications are tracked and actionable next steps are captured automatically.
What do I do if my integration between Attio and OpenPhone stops working?
If your integration stops working, first check if there have been any changes to your permissions or settings on either platform that might affect connectivity. If everything seems correct, try reconnecting through the integrations page. Our support team is also available for further assistance if needed.
Are there any limitations when using the Attio and OpenPhone integration?
There are some limitations regarding real-time data transfer speeds and specific field mapping restrictions due to API constraints of both platforms. It's always good to review these during setup to ensure that all desired actions are executable within these boundaries.
Do I need technical expertise to set up the integration between Attio and OpenPhone?
While no advanced technical expertise is required, having a basic understanding of workflows can be helpful. The setup process involves selecting triggers from OpenPhone and corresponding actions within Attio from easy-to-follow dropdown menus, ensuring user-friendliness throughout.
