Vitecall
CRM
Vitecall and Attio
Every call made in Vitecall is added as a note on the Attio person, with its duration, outcome, and the rep's note.
What is synced
- Connection for the entire workspace: a single Attio workspace is linked for the team.
- La fiche personne Attio est retrouvée par numéro de téléphone, puis par email.
- If no record matches, Vitecall creates one (workspace setting enabled by default, modifiable by an admin).
- Vitecall never modifies fields of an existing record.
- If multiple records match, nothing is sent for that call.
- Each call is added as a note on the person, with duration, outcome, rep note, and a link to the Vitecall recording.
- Outcome and note are updated later: the call note is replaced by its new version.
- Do not call: a dedicated field on the person, synced both ways.
Setup
- 1Dans Vitecall, ouvrez Configuration puis Intégrations et cliquez sur Connecter à côté de Attio. Un administrateur connecte l'espace Attio pour toute l'équipe.
- 2Autorisez l'accès dans la fenêtre Attio qui s'ouvre, puis revenez dans Vitecall.
- 3An administrator chooses if Vitecall can create a record when no match is found (enabled by default).
- 4Lancez vos appels : chacun est ajouté sur la fiche Attio à la fin de l'appel.
- 5Pour vous déconnecter, cliquez sur Déconnecter dans Vitecall, puis retirez l'application Vitecall dans les réglages de Attio.
Exchanged data
- Read: persons (name, phone, email) and person attributes.
- Write: persons created when no match is found, call notes, Do not call attribute.
- Permissions requested: those granted to the Vitecall app in Attio (read/write persons, notes, and attributes); Vitecall adds no extra permissions upon connection.
Question about this integration? Email us at bonjour@vitecall.fr.
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