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How to connect Attio and OpenPhone
Create a New Scenario to Connect Attio and OpenPhone
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Attio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Attio or OpenPhone will be your first step. To do this, click "Choose an app," find Attio or OpenPhone, and select the appropriate trigger to start the scenario.
Add the Attio Node
Select the Attio node from the app selection panel on the right.
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Add the OpenPhone Node
Next, click the plus (+) icon on the Attio node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
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Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the Attio and OpenPhone Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Attio and OpenPhone Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Attio, OpenPhone, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Attio and OpenPhone integration works as expected. Depending on your setup, data should flow between Attio and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Attio and OpenPhone
OpenPhone + Attio + Slack: When a call event is registered in OpenPhone, this creates a new note in Attio associated with the relevant contact. The account owner in Attio is then notified via a direct message in Slack.
OpenPhone + Attio + Google Sheets: When a call event is registered in OpenPhone, log the call details in Attio. Then, add this data to a Google Sheet to track weekly call activity for reporting and analysis.
Attio and OpenPhone integration alternatives
About Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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FAQ Attio and OpenPhone
How can I connect my Attio account to OpenPhone using Latenode?
To connect your Attio account to OpenPhone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Attio and click on "Connect".
- Authenticate your Attio and OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I log new OpenPhone calls as Attio activities?
Yes, you can! Latenode lets you automatically log OpenPhone calls as activities in Attio, giving your team a complete view of customer interactions. This ensures all touchpoints are accurately tracked.
What types of tasks can I perform by integrating Attio with OpenPhone?
Integrating Attio with OpenPhone allows you to perform various tasks, including:
- Automatically create Attio contacts from new OpenPhone call recordings.
- Send OpenPhone SMS messages when an Attio deal stage changes.
- Update Attio contact information when a new OpenPhone number is added.
- Trigger OpenPhone calls when a new task is created in Attio.
- Log missed OpenPhone calls as tasks in Attio for follow-up.
What Attio data can I access inside Latenode workflows?
You can access contact details, organization data, custom attributes, and interaction history. Latenode lets you utilize Attio data flexibly.
Are there any limitations to the Attio and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync is not supported; only new events trigger workflows.
- Complex data transformations may require JavaScript knowledge.
- Rate limits from Attio and OpenPhone may affect high-volume workflows.
