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

Update and create OpenPhone contacts when records are updated in Attio
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Attio + OpenPhone
Create or update OpenPhone contacts when new records are created in Attio
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Attio + OpenPhone

Update and create OpenPhone contacts when records are updated in Attio

Details

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Attio + OpenPhone

Create or update OpenPhone contacts when new records are created in Attio

Details

Try it

Attio + OpenPhone

How Zapier works

Zapier makes it easy to integrate Attio with OpenPhone - no code necessary. See how you can get setup in minutes.

Select a trigger from Attio

A trigger is an event that starts your Zap and runs the workflow. For example, with Attio, a trigger could be "List Entry Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from OpenPhone

An action is what takes place after the automation is triggered. For example, with OpenPhone, the action could be "Create or Update Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Attio to OpenPhone

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Attio to OpenPhone integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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.

Connect Attio and OpenPhone to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- Object
  Required
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Object
  Required
Action
Write

- Object
  Required
- Parent record ID
  Required
- Title
- Note content
  Required
- Created at
Action
Write
- Storage provider
  Required
- Record type
  Required
- Record ID
  Required
- Folder ID
  Required
- Drive ID
Action
Write

- List
  Required
- Entry ID
  Required
Action
Write
- Object
  Required
- Record ID
  Required
Action
Write
- List
  Required
Action
Search
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- From
  Required
- To
  Required
- Message
  Required
- Mark conversation as done
Action
Write

- List
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
- List
  Required
Action
Write
- List
  Required
Action
Write
- Object
  Required
Action
Write
- Note content
  Required
- Deadline
- Assignees
Action
Write
- List
  Required
- Entry ID
  Required
Action
Write
- Task ID
  Required
- Deadline
- Is Completed
- Assignees
Action
Write
- Object
  Required
Action
Search
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write