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For the complete documentation index, see llms.txt. This page is also available as Markdown.

CRM

Sync CRM data to and from Pylon

With CRM integrations, bidirectionally sync data between your CRM and Pylon:

  • Log activity to your CRM for conversations issues in Pylon from email, chat, Slack, Microsoft Teams, Discord, etc.

  • Pull in data properties from your CRM to take actions in Pylon

See Opportunities for working with opportunity records in Pylon, linking CRM records, and organizing views.

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