Attio integration
Attio gets a daily picture of your support relationship. Once a day, Productlane writes a note onto the matching person and company in Attio for every thread that had new messages, so sales and success see the current state without opening Productlane.
Connecting needs the Scale plan or above, and a Member or Admin role.
Where to find it
Settings > Integrations > Attio.
Set it up
- Go to Settings > Integrations > Attio.
- Click Connect and authorize Productlane in Attio.
- Make sure your threads have a linked contact or company, since that is what the note attaches to.
How the matching works
A person is matched by email, and a company is matched by domain. A thread with no match is skipped rather than written somewhere approximate.
Once a company matches an Attio record, Open in Attio appears in the āÆ menu on its page in Productlane.
Good to know
- Support activity flows one way, from Productlane into Attio.
- Notes are written once a day and batch that day's messages, so they are not real time.
- Each note links back to the full thread.
- Disconnecting leaves your existing Attio notes in place and stops future syncing. Only an Admin can disconnect.