Sync email conversations to understand customer engagement, detect sentiment shifts, and trigger retention actions.
Email
Connect Microsoft Outlook to surface email activity, track customer responsiveness, and enrich account context.
Email
Track meeting frequency and engagement patterns to identify at-risk accounts before they disengage.
Calendar
Monitor meeting cadence across your portfolio and spot accounts where face-time is declining.
Calendar
Bi-directional sync with Salesforce to pull account data, push health scores, and log retention actions automatically.
CRM
Sync contacts, deals, and customer data from HubSpot. Write back health scores and retention insights to your CRM.
CRM
Pull customer records from Zoho CRM and enrich them with retention signals and AI-generated health scores.
CRM
Sync contacts, companies, and activity history from Nutshell to power AI-driven retention insights and health scoring.
CRM
Connect Close to sync leads, activities, and communication history for a complete customer retention picture.
CRM
Query your Snowflake data warehouse directly to feed product usage, billing, and behavioral data into retention research.
Data Warehouse
Connect Google BigQuery to analyze large-scale usage patterns, churn indicators, and expansion signals at warehouse speed.
Data Warehouse
Pull event-level product analytics to understand feature adoption, usage trends, and early churn indicators per account.
Product Analytics
Connect product analytics from PostHog to track feature usage, session data, and behavioral signals that predict retention.
Product Analytics
Connect multiple customer and internal Slack channels to the same company. Keep conversations, replies, and reactions together on the account timeline.
Messaging
Surface support conversations and customer sentiment from Intercom to spot at-risk accounts before they churn.
Support
Turn support ticket volume, sentiment, and resolution times into early warning signals for customer health.
Support
Connect Pylon to monitor B2B support issues, response health, and customer sentiment across every support channel.
Support
Track Jira issues linked to your accounts to see open bugs, feature requests, and delivery blockers that put renewals at risk.
Ticketing
Analyze meeting transcripts from Fireflies to extract customer sentiment, action items, and retention-critical insights.
Call Intelligence
Pull AI-enhanced meeting notes from Granola to extract customer sentiment, action items, and retention-critical signals.
Call Intelligence
Bring Gong call transcripts into account context to surface customer commitments, concerns, and expansion signals.
Call Intelligence
Bring Grain meeting transcripts and highlights into account context to keep customer commitments and concerns close at hand.
Call Intelligence
Leverage call intelligence from Modjo to understand customer conversations and identify retention opportunities.
Call Intelligence
Bring Zoom Revenue Accelerator and AI Companion summaries, key points, and next steps into your customer timelines.
Call Intelligence
Capture internal team discussions about accounts from Salesforce Chatter to enrich customer context and flag concerns.
CRM
Give your team secure single sign-on and manage member access, roles, and offboarding from Okta.
Identity & access
Let your Assistant work with Attio through a personal connector, with permissions you control for each tool.
Assistant connector
Connect your Microsoft identity provider for single sign-on, member provisioning, and role management.
Identity & access