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
Create a new contact is in Autopilot each time a new contact is created in Zoho CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in Autopilot whenever a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Autopilot.
Create a new contact is in Autopilot each time a new contact is created in Zoho CRM
Zoho CRM + Autopilot
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Supported triggers and actions
Integrate Autopilot and Zoho CRM using the below 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 contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
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
Entry created or updated
Triggers when a record entry is created or updated
User created or updated
Triggers when the details of an existing user are created or 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
Unsubscribe contact
Unsubscribes the selected contact from all emails
Delete contact
Deletes the selected contact
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add user
Adds a new user
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Update user
Updates the details of an existing user based on user ID
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
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.
Similar apps
What is Zoho CRM?
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
