Connecting Attio CRM with TwinsAI

1. Access Profile Settings

• Navigate to your profile.

• Click on 'Settings'.

2. Integrate Attio

• Click on the 'Integration' tab.

• Locate the Attio option and click 'Connect'.

• Ensure you are logged into Attio in the same browser.

3. Confirm ADO Connection

• After clicking 'Connect', you will be redirected to the Attio access request page.

• Click 'Confirm' to establish the connection.

• If you see a 'Disconnect' option, it means Attio is already connected.

4. Fetch Contact List

• Go to the auto-dialer section.

• Click on 'Get List' to fetch all contacts from Attio.

5. Select Contact List

• Click on 'Select List' to view your available lists.

• Choose the desired list (only one list may be visible if that's all you have).

6. Fetch Contacts

• Click 'Same Contacts' to fetch all contacts from the selected Attio list.

7. Start Dialing

• Select an assistant to start auto-dialing or opt for a manual call.

8. Access LinkedIn and ADO Contact Info

• If a LinkedIn URL is available, a LinkedIn icon will be visible.

• Click the Attio icon to view the contact's information in Attio.

9. View Contact Activity

• Click 'Open in Attio' to see the contact's information.

• Navigate to the 'Activity' section to view past conversations.

10. Review Call Transcripts and Sentiments

• Click on any conversation to see the transcript.

• After calls, review sentiments related to the conversation.

11. Conclusion

• This concludes the integration process of Attio with TwinsAI.

Link to Loom

https://loom.com/share/858a8c4bb3074150bf2fd4033622b222