See our recent webinar → Introducing Agentic Support
The Last Meeting Date field records your most recent meeting with an account, so support and success teams always know how fresh the relationship is without leaving Pylon.
The Next Meeting Date field surfaces the next scheduled meeting on an account, helping your team prep and prioritize before every call.
Next and Last Meeting Date appear in the account activity timeline and in the account and issue sidebars, giving everyone shared visibility into engagement.
A Pylon Admin opens the Apps Directory, selects the Outlook Calendar tile, and clicks "Connect" to enable the integration for the workspace. Admin access is required for this step.
Once the workspace integration is live, each user navigates to the Apps Directory and selects "Connect Outlook Calendar" to link their own calendar.
After connecting, calendar events begin backfilling automatically, populating the Next Meeting Date and Last Meeting Date fields across your accounts.
It adds two custom fields (Next Meeting Date and Last Meeting Date) that reflect the upcoming and most recent meetings tied to an account.
They appear in the account activity timeline and are viewable in both the account and issue sidebars.
Yes. Next Meeting Date and Last Meeting Date work anywhere custom fields are supported, including views, triggers, and other automations.
Yes. An Admin first enables the integration for the workspace, then each user connects their personal calendar individually from the Apps Directory.
Pylon connects with the tools your team lives in — Slack, email, CRMs, ticketing systems,and more. Meet your customers where they are and streamline every support workflow.
Receive and respond to customer messages from Telegram
Manage B2B support directly in Slack channels alongside your team.
Connect Pylon to Granola to ingest call recordings
Sync Outlook Calendar meetings to customer records in Pylon
Automatically capture and log Google Meet call notes to Pylon
Automcatically link active incidents to affected customer conversations.
Enrich customer records with usage data from Amazon Redshift.
Create Shortcut stories from customer conversations automatically
Trigger PagerDuty incidents from critical customer-reported issues.
