Power and parallel dial your Attio lists
Power or parallel dial from the People list your team already uses. Keep Attio open during each conversation, then save the outcome and summary to the person record.
Mobile
Work
Mobile
Where Trellus works in Attio
Watch a call from your Attio People list
Start with an Attio People list, switch between power and parallel dialing, and see the connected call, generated notes, and saved Attio activity.
Your Attio view is the call list
Exporting a filtered People view creates a second, stale version of the audience. On supported views, Trellus uses Attio as the queue.
Choose your People list, keep your filters, and open Trellus to work through the contacts. Your phone-field mapping tells Trellus which numbers to use.
Four steps. No list handoff.
The setup keeps phone data, calling, and follow-up connected to the Attio person.
Open the view
Choose the People list or task view your team is ready to work. Keep the filters and order already set in Attio.
Map the phone fields
Tell Trellus which attributes contain mobile, work, other, and do-not-call data. A person can have more than one usable number.
Pick a dialing mode
Power dial one number at a time or, on an eligible plan, use up to five parallel lines.
Finish the record
Choose the outcome, add the summary, flag a wrong number, or schedule a callback before moving to the next person.
What Trellus saves to Attio
With the right workspace permissions, Trellus maintains structured attributes on the person record.
“Call me Tuesday” comes back as a task
A rep can create a Trellus Callback Task linked to the Attio person. The task carries the due date and available call context. From the task workflow, the follow-up call can close the related Attio task.
DNC and wrong-number handling
Trellus can keep known restricted or bad numbers out of later calling sessions. Your team still owns the legal decisions around each call.
Mapped DNC field
Skip records marked through the do-not-call attribute selected during setup.
Wrong-number state
Record a detected wrong number on the person so it is not treated like a fresh contact later.
Your responsibility
Consent, calling hours, recording rules, and local law remain your organization's responsibility.
Is Trellus right for your Attio workflow?
Good fit
Your team builds call audiences in Attio, runs repeatable outbound blocks, and wants the list, phone fields, outcome, and callback to stay connected.
Probably more than you need
Your team makes a few calls a day and only needs click-to-call. Trellus is built for teams whose bottleneck is the time between conversations and the cleanup after them.
Attio and Trellus
Does Trellus work inside Attio?
Yes. The Trellus Chrome extension adds the calling panel to supported views on app.attio.com.
Can Trellus dial an Attio People list?
Yes. A supported People view can supply the queue after the relevant phone attributes are mapped. When the view supports it, Trellus checks list membership again before dialing.
What does Trellus save to Attio?
With the required permissions, Trellus can save call-attempt timing, outcome, reached-human status, summary, dispositions, DNC state, and detected wrong numbers. If structured attributes are unavailable, it uses an Attio note fallback.
Can Trellus create callback tasks?
Yes. Supported workflows create a person-linked Trellus Callback Task with a due date and available call context.
Does Trellus support multiple phone fields?
Yes. People-list setup can map attributes such as mobile, work, or other. Your team controls which fields participate.
How many lines can Trellus dial?
Trellus supports power dialing and parallel workflows with up to five simultaneous lines on eligible plans. Check current pricing for plan availability.
Does Trellus make our calls compliant?
No dialer can make that decision for your organization. Trellus can honor mapped DNC state and record wrong numbers, but your team remains responsible for consent, calling hours, local law, and policy.
See Trellus in your Attio workflow
See how your team can call from an Attio People list, capture the conversation, and schedule a callback without a separate calling list.
