Attio

Setup

Click into the App Directory from your Pylon dashboard and then click on the Hubspot integration to view setup instructions.

Usage

Activity Sync

Everyday, Pylon scans your customer channels for conversations that were had. For every conversation, we use AI to summarize the details, and sync the summary to the relevant Company in Attio.

​Contact Sync

When someone new joins a prospect or customer channel, we add that contact to Attio and link it to the relevant Account.

​Broadcast Filtering

You may want to send a Broadcast to a set of customers based on data stored in Attio.

​Ticketing

View and filter Issues by Attio fields.