> For the complete documentation index, see [llms.txt](https://docs.usepylon.com/pylon-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.usepylon.com/pylon-docs/integrations/crm/attio.md).

# 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 customer conversations. 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>

Sync fields from Pylon to Attio, or from Attio to Pylon. Fields synced into Pylon are available to use in all Pylon features, such 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&amp;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>


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