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


When a new contact is added in Zoho CRM, this flow automatically creates a contact in Autopilot, so you can ensure you're engaging with your leads at the right time.


How it works
1. A new contact is created in Zoho CRM.
2. Zoho Flow creates a corresponding contact in Autopilot.
Use this flow
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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.

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

CRM Popular Zoho

Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Know more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more

Louis Castellano

CEO, Lakeside CNC Group

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