# Attio

## Setup <a href="#activity-sync" id="activity-sync"></a>

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

## Usage

### Activity Sync <a href="#activity-sync" id="activity-sync"></a>

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.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/attio-activity-1.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/attio-activity-2.png" alt=""><figcaption></figcaption></figure>

### Field Sync <a href="#contact-sync" id="contact-sync"></a>

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.

<figure><img src="https://982123570-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9hXBoCTTNw5flARlUVJf%2Fuploads%2FatYL0ZilU2pJL2s7qxgD%2FCleanShot%202025-04-07%20at%2014.16.18.png?alt=media&#x26;token=57618b3d-e720-4288-a12c-ace9c682abe9" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/attio/features#contact-sync)Contact Sync <a href="#contact-sync" id="contact-sync"></a>

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

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/attio-contact.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/attio/features#broadcast-filtering)Broadcast Filtering <a href="#broadcast-filtering" id="broadcast-filtering"></a>

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

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/attio-broadcast.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/attio/features#ticketing)Ticketing <a href="#ticketing" id="ticketing"></a>

View and filter `Issues` by Attio fields.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/attio-ticketing.png" alt=""><figcaption></figcaption></figure>
