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On this page
  • Setup
  • Usage
  • Activity Sync
  • Field Sync
  • ​Contact Sync
  • ​Broadcast Filtering
  • ​Ticketing

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  1. Integrations
  2. CRM

Attio

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Last updated 1 month ago

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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.

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.

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

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

View and filter Issues by Attio fields.

Contact Sync

Broadcast Filtering

Ticketing

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