Pylon

Bring your Attio CRM into Pylon and give your team, and its agents, full account context on every customer interaction. Companies, people, and attributes sync automatically, keeping Pylon's context layer always up to date.

• Field sync: Companies, people, and attributes sync between Attio and Pylon in both directions. Fields from Attio become available across Pylon's filters, triggers, and macros, giving agents the account context they need to investigate and resolve customer work faster.
• Contact sync: When a new contact reaches out in a prospect or customer channel, Pylon automatically adds them to Attio and links them to the right Account, so your CRM stays current without manual entry.
• Activity sync: Pylon scans customer conversations daily, uses AI to summarize what's happening, and syncs those summaries back to the relevant Company in Attio, keeping your CRM up to date with support context.
• Smarter workflows: Use Attio fields to filter and target broadcasts, and to view and filter issues by account data, so your team can act on the right signals at the right time.

1. From your Pylon dashboard, open the App Directory and select the Attio integration.
2. Click Connect and authenticate your Attio workspace to link your account.
3. Set up field sync by choosing which fields sync from Attio to Pylon and from Pylon to Attio. Synced fields become available across Pylon filters, triggers, and macros.
4. Enable contact sync so new contacts in your prospect and customer channels are automatically added to Attio and linked to the right Account.
5. Enable activity sync so Pylon's daily AI-generated conversation summaries sync to the corresponding Company in Attio.
6. Use your synced Attio fields to filter and target broadcasts, and to view and filter issues by account data.