Click into the App Directory from your Pylon dashboard and then click on the Attio integration to view setup instructions.
Usage
Activity Sync
Every day, 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.
Field Sync
Either sync fields from Pylon or to Pylon from Attio. Fields synced into Pylon are available to use in all Pylon feature, like as filters in views, triggers, macros, etc.