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How to integrate Ringover with Attio

  • Updated

The Ringover + Attio CRM integration allows you to make calls directly from Attio, synchronise candidate contacts, and automatically log phone, SMS, and WhatsApp activities alongside AI summaries and transcript links. In this guide, you’ll learn how to obtain an API access token in Attio, activate the integration in Ringover, and configure your user settings.

Prerequisites

  • An active Ringover Business account or higher.
  • Administrative permissions in your Attio workspace.

Enable and configure Attio CRM integration

1. Obtain your API access token in Attio

Generate a developer API token from your Attio workspace settings.

  1. Click the dropdown menu beside your workspace name in Attio and select Workspace settings.
  2. Click the Developers tab.
  3. Click + New access token.
  4. Assign a name to your new token (e.g., Ringover).
  5. Enable Read-Write permissions for all available scopes.
  6. Copy your generated API access token string.

2. Activate Attio in Ringover

Connect your API access token to Ringover to complete initial setup.

  1. Log in to your Ringover Dashboard.
  2. Go to Store > Integrations.
  3. Search for Attio in the integrations list and click on it.
  4. Enter your Attio access token into the required field.
  5. Click Activate.
Screenshot 2026-10-23 at 15.42.49.png

3. Set up Click-to-Call and test the integration

Install this in your web browser to automatically highlight phone numbers inside Attio CRM. 🔗 How to use Ringover Dialer extension on Google Chrome

  1. Install the Ringover Dialer extension in your browser.
  2. Open Attio and click on a highlighted candidate phone number to place a test call.
  3. Verify that the completed call is automatically logged in Attio as an activity note with tags, a transcript link, and a summary.
💡Make sure all team members using the integration have call recording toggled on in their Ringover user settings to automatically receive transcript links and AI summaries.

3. Configure settings and map users

Configure contact sync, user mapping, and Click-to-Call to enable seamless activity logging.

  1. Call types: Manage and filter categories for inbound, outbound, or missed calls.
  2. Include recordings in call logs: Select which call audio recordings (e.g., "All files") are attached to call logs.
  3. Restrict access to recordings: Toggle switch to limit user access permissions for audio recordings.
  4. Phone numbers: View and manage connected phone lines or select specific numbers.
  5. SMS messaging numbers: Select and manage phone numbers designated for SMS messaging.
  6. Group SMS conversations by: Select the time interval used to group SMS messages into threads (e.g., "Do not group").
  7. Link users with an account: Map Attio users or agents to their corresponding system account via "Manage users".
  8. Assign missed IVR calls to: Choose a specific user or team member (e.g., "Diane Camille") to assign unhandled IVR calls.
  9. Log internal calls: Toggle switch to automatically log internal team calls within Attio.
  10. Include Ringover summaries in call logs: Toggle switch to attach Ringover call summaries to call logs.
  11. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
  12. Logs display language: Select the language used to display call log information (e.g., "en").
  13. Log WhatsApp messages: Toggle switch to automatically save WhatsApp chat messages to CRM logs.
  14. Group WhatsApp conversations by: Select how WhatsApp messages are grouped into threads (e.g., "Full conversation").
  15. Create contact for calls: Choose which calls trigger automatic contact creation (e.g., "All calls").
  16. Create contact for SMS messages: Choose whether incoming/outgoing SMS messages trigger automatic contact creation (e.g., "None").
  1. Create contact for WhatsApp messages: Toggle switch to automatically generate new Attio contacts from WhatsApp conversations.
  2. Sync contacts (v4): Toggle switch to enable general contact synchronisation with Attio.
  3. Sync contacts on a call-by-call basis: Toggle switch to trigger contact synchronisation individually as each call occurs.
  4. Display contact's info during call and only store their info if call-by-call basis is activated: Toggle switch to show contact details on the dialler during calls while conditionally restricting storage unless call-by-call sync is enabled.
  5. Mapped fields: Select Attio fields to display in the dialler's Info section via "Add or edit fields".

🎉 You now know how to enable the Attio integration and can streamline your outreach and recruitment pipeline directly inside Attio CRM!