

Integrate Autopilot with Zoho CRM
Send information between Autopilot and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Copy Zoho CRM contacts to Autopilot
How it works


Copy Zoho CRM contacts to Autopilot
Zoho CRM + Autopilot

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Supported triggers and actions
All Triggers - A trigger kickstarts the flow

Contact removed from list
Triggers when a contact is removed from the selected list

Contact unsubscribed
Triggers when a contact unsubscribes

New contact
Triggers when a new contact is added

Contact added to list
Triggers when a contact is added to the selected list

New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated module entry
Triggers when an entry is updated in the selected module

User created or updated
Triggers when the details of an existing user are created or updated

Entry created or updated
Triggers when a record entry is created or updated

New note
Triggers when a new note is added

New contact
Triggers when a new contact is created

New lead
Triggers when a new lead is created

Updated deal
Triggers when an existing deal is updated

New module
Triggers when a new module is created

New user
Triggers when a new user is created
All Actions - Actions are the automated tasks

Add contact to list
Creates a new contact and adds it to the selected list

Create contact
Creates a new contact

Fetch contact
Fetches the details of an existing contact by its email address or contact ID

Delete contact
Deletes the selected contact

Unsubscribe contact
Unsubscribes the selected contact from all emails

Create or update contact
Creates a new contact. Updates the contact details if the email already exists.

Send mail merge
Sends a mail merge with details of the selected record

Add note
Adds a note to the selected module

Add user
Adds a new user

Send email template
Sends an email to the specified users

Create module entry
Creates a new module entry (eg., Leads, Deals, etc)

Create or update module entry
Creates a new module entry. Updates the module entry if it already exists

Update module entry
Updates the specified module entry

Convert lead to contact
Converts a lead to a contact

Update related module entry
Relates an entry in this module with an entry in another module

Add tags
Adds tags to the specified record

Raise signal
Raises a signal to Zoho CRM

Create or update lead
Creates a new lead. Updates the lead details if the email already exists.

Remove tags
Removes tags from the specified record

Update user
Updates the details of an existing user based on user ID

Fetch lead
Fetches a lead by email address or unique ID

Fetch event
Fetches an event by its title or unique ID

Fetch inventory template
Fetches an inventory template using ID

Fetch user
Fetches a user by name or email address

Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch contact
Fetches a contact by email address, unique ID, or name

Fetch email template
Fetches an email template by name

Fetch account
Fetches an account by its name or unique ID

Clone module entry
Clones an existing module entry

Delete module entry
Deletes the specified entry

Fetch product
Fetches a product by its name or unique ID

Fetch module entry
Fetches a module entry by the specified values
What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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What is Zoho CRM?
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