Overview
Attio is your CRM, the single source of truth for all official customer records and communication history. ProntoHQ is your real-time communication platform, where your team has fast-paced chat conversations with key customers. An ideal integration ensures that these valuable, informal conversations from ProntoHQ are captured and logged alongside the formal emails and calls in Attio.
The problem with real-time chat is that it creates a data silo. Important customer feedback, action items, and relationship context are trapped in chat channels, invisible to the wider team and missing from the official customer record. The solution is a direct API integration that automatically syncs and summarizes these conversations into Attio, creating a complete, unified history of every interaction.
Our Approach
Novlini builds a direct API connection that monitors your ProntoHQ channels and archives key conversations as activities in Attio, ensuring no insight is ever lost.
Automated Conversation Sync: Once a conversation with a customer is closed in ProntoHQ, the integration automatically syncs the full transcript to the correct contact or company record in Attio, creating a permanent archive.
AI-Powered Summarization: Don't just dump a messy transcript. We can use AI to automatically summarize the key points, action items, and overall sentiment of the conversation before logging it in Attio, making it easy for anyone on the team to get up to speed at a glance.
Trigger Tasks from Keywords: Monitor conversations for important keywords. If a customer mentions an "issue" or "problem," automatically create a high-priority support task in Attio. If they mention a "new project" or "upgrade," create a task for the account manager to explore the expansion opportunity.
Centralize All Communication: Create a true 360-degree view of customer communication. By logging ProntoHQ chats alongside emails, calls, and meetings, you give your entire team a single place to see every touchpoint, ensuring smooth handovers and a consistent customer experience.