Attio
Setup
Click into the App Directory from your Pylon dashboard and then click on the Attio 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.
Last updated