Attio
Setup
You’ll need a Attio administrator to complete the setup.
- Visit the Integrations Page and hit
Connect
under Attio
- Click
Authorize
on the Attio Authorization Page - Click
Manage
on the Attio Integration. - Go to the
User Mapping
tab and confirm it is set correctly. - After you connect Attio, we will attempt to automatically map all your already connected Pylon accounts to Attio Companies. After a few minutes, check the
Account Mapping
tab and map any unmapped accounts.
- Turn on your desired features and sync your desired attributes into Pylon!
You’ve setup the Attio Integration!