Overview
Connect Attio with Pylon to sync the Slack conversations you're having with customers into Attio. Once connected, Pylon will perform a daily sync of all customer conversations to Attio notes on the relevant records.
How it works
- Automatically create all of your Slack chat participants as person records in Attio.
- Automatically create notes containing AI summarized Slack conversations and a link to the Slack conversation, added to the associated company record in Attio at the end of each day.
- Use Attio attributes to filter Broadcasts and Issues in Pylon.
Configure
Note that you will need to be an Attio workspace administrator to complete the integration setup.
- Log into your Pylon account, or create a new account.
- Click Integrations in the left-hand sidebar, then click the Sales tab.
- Click Connect under Attio, then Authorize on the Attio Authorization page.
Learn more about the features of the Pylon integration with Attio here.
Learn how to manage integration settings here.