Autopilot is an easy to use multi-channel marketing automation platform. Engage your customers at just the right time with personalized email, in-app messages, SMS, and postcards. Capture leads and create a unique experience with automated messaging.


autopilot

Autopilot

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

Autopilot is an easy to use multi-channel marketing automation platform. Engage your customers at just the right time with personalized email, in-app messages, SMS, and postcards. Capture leads and create a unique experience with automated messaging.

<Embed src="https://www.youtube.com/embed/6S6GWI8OFXg?feature=oembed" />

**Below you'll find detailed information, specifically for Autopilot integrations:**

## Supported Autopilot Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="autopilothq" />

## Authorizing Autopilot

To authorise your Autopilot account, we need your API key. You can easily retrieve this by clicking [this link](https://login.autopilothq.com/login?redirect=%2Fselect#settings/api).

![](//images.ctfassets.net/f2ysq090txql/1auf701gxryfZwPfFQVK8m/8bfd1b69e8a370a89f9fce49d1c50f3c/screen-shot-2018-11-05-at-14-36-05.png)

If you already authorized Autopilot account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/6YcppHCwEbrl6hY1gfJYPy/f1cf2faf07302242feb790fc9cb163fd/screen-shot-2018-11-05-at-14-37-25.png)

## \[IF\] Supported Conditions/Filters

*   In List
*   Email Permission
*   Field Values (_INCLUDING CUSTOM FIELDS_)
*   Already existing in app you sync with

![](//images.ctfassets.net/f2ysq090txql/1iSAe5U0j4i5tkCSSr3PtV/053912a79dfcdefd490234f1c29b6146/screen-shot-2018-11-05-at-14-37-46.png)

## \[THEN\] Supported Actions

*   Add / Remove from List
*   Update Email Permission
*   Updating Field Values (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/6ZHyhAHw33nMqIBA7737Mp/fd8c280324c601cd14899f62ad6cc139/screen-shot-2018-11-05-at-14-38-03.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Autopilot fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/75lK2i73W4tv1M9FuRGZO9/7b6da839a6447d0f633863d9324ae54e/screen-shot-2018-11-05-at-14-38-17.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

You can custom map your Autopilot Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/4Wr7ST20VZlMVCwWhwvJHU/02e459abb080d9a0d200bd1289767026/screen-shot-2018-11-05-at-14-38-48.png)

<TipBox>More info about Autopilot custom fields can be found [here](https://support.autopilothq.com/hc/en-us/articles/203886215-Add-and-manage-custom-fields).</TipBox>

## Additional Options

### Syncing Deletions

Currently, there are no Autopilot integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

Currently, there are no Autopilot integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/).

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Autopilot is an easy to use multi channel marketing automation platform  Engage your customers at just the right time with personalized email  in app messages  SMS  and postcards  Capture leads and create a unique experience with automated messaging …

How to set up specific apps, what rules are available and mapping overviews

Supported Apps

In the connection settings you have the option to choose a winning app. It looks something like this:

We need you to choose the 'winning app', because in the rare occasion that PieSync does encounter a conflict, it needs to know how to act.

![](//images.ctfassets.net/f2ysq090txql/6xB8eDykmAW09E8kkMNpFa/987b144cf09ea8bf3aadce919d3df302/image.png)

**Chances of having a conflict are very small.** PieSync will only encounter a conflict in two scenario's:

### 1. During the initial sync

When matching your databases it is possible that there's a difference between two contact fields. For instance, in Autopilot the First Name of a contact is 'Dave' while in Intercom the first name of that same contact states 'David'. This is a conflict that PieSync will resolve by looking at the winning app.

<TipBox>When your winning app has empty fields, we won't delete any field information in the other app.</TipBox>

### 2. When a contact in sync is being updated in both apps at the same time

In the rare occasion that the field of the same contact is being altered from both apps at the exact same time, PieSync will encounter a conflict. In this case, PieSync will have the losing app take on the value of the winning app.

<InfoBox>Once a contact is in sync, there are inherently no conflicts. The Conflict management Setting does not dictate [sync direction](/help/features/sync-direction/).</InfoBox>

In the connection settings you have the option to choose a winning app  It looks something like this   We need you to choose the  winning app   because in the rare occasion that PieSync does encounter a conflict  it needs to know how to act     Chanc…

The essentials of setting up a two-way or one-way sync between your apps.

Getting started

When a field's value is different (conflict management)

invoiced-logo

Invoiced

Invoiced helps your business put accounts receivable on autopilot in order to get paid faster, reduce DSO, and streamline your billing process.

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?**</InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.**</InfoBox>

Invoiced helps your business put accounts receivable on autopilot in order to get paid faster, reduce DSO, and streamline your billing process.

**Below you'll find detailed information, specifically for Invoiced integrations:**

## Supported Invoiced Integrations

<Widget src="https://cdn.piesync.com/widget.js" left="invoiced" />

## Authorizing Invoiced

To authorise your Invoiced account, we need your API Key.

![](//images.ctfassets.net/f2ysq090txql/CGPMCqRuj11PeCPwbP4qT/58dc28c7e439b04933ae27673606f8b9/screen-shot-2018-10-02-at-09-51-48.png)

If you already authorized Invoiced account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your **CONNECTED ACCOUNTS**.

![](//images.ctfassets.net/f2ysq090txql/3Kg7bhrU9PBqNq6Ni9YXJI/9a1c52ced0d062dda266f6a8bdf2f19b/screen-shot-2018-10-02-at-09-50-32.png)

## \[IF\] Supported Conditions/Filters

*   AUTOPAY
*   HAS TAX
*   INDIVIDUAL / COMPANY
*   BELONGS TO PARENT CUSTOMER
*   FIELD VALUES (_INCLUDING CUSTOM FIELDS_)
*   ALREADY EXISTING IN APP YOU SYNC WITH 

![](//images.ctfassets.net/f2ysq090txql/2Fyso4HRkYAMl2bsy07i70/06b302b1deb210e844efa2d53baa6052/screen-shot-2018-10-02-at-09-57-11.png)

## \[THEN\] Supported Actions

*   ADD TAX
*   MARK AS INDIVIDUAL / COMPANY
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/55NaKQO1ZYXJc5aePkekFA/c28e187f3e57eaf5cd3d975e428fadbf/screen-shot-2018-10-02-at-09-58-27.png)

## Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Invoiced fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

![](//images.ctfassets.net/f2ysq090txql/4SR0BvIiHriSgir1aSDcmg/ea36693d0be8cbcdb35c47a24095ed30/screen-shot-2018-10-02-at-09-58-40.png)

<InfoBox>PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.</InfoBox>

## Customizable Field Mapping

You can custom map your Invoiced Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping [here](/help/features/new-customizable-field-mapping/).

![](//images.ctfassets.net/f2ysq090txql/pEROF65fB4DaWIMJTH3b0/676a9670f800703eb36c300599dfb8e7/screen-shot-2018-10-02-at-10-04-47.png)

<TipBox>More info about Invoiced custom fields can be found [here](https://invoiced.com/docs/guides/custom-fields).</TipBox>

## Additional Options

### Syncing Deletions

Currently, there are no Invoiced integrations on the PieSync platform that support our [deletions sync](/help/features/syncing-deletions/).

### Syncing Unsubscribes

Currently, there are no Invoiced integrations on the PieSync platform that support our [unsubscribes sync](/help/features/syncing-unsubscribes/).

<InfoBox>The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes [here](/help/features/syncing-unsubscribes/) or on Deletions [here](/help/features/syncing-deletions/).</InfoBox>

<TipBox>Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  [voting them up in our pipeline](http://www.piesync.com/connections/#vote), YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - [support@piesync.com](mailto:support@piesync.com).  **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!**</TipBox>

Invoiced helps your business put accounts receivable on autopilot in order to get paid faster  reduce DSO  and streamline your billing process   Below you ll find detailed information  specifically for Invoiced integrations    Supported Invoiced Inte…

hubspot logo

HubSpot

ZohoCRM

Zoho CRM

1CRM-logo-box

1CRM

logo-3dcart

3dcart

act!

Act! 365

actpremium

Act! Premium

activecampaign

ActiveCampaign

activedemand

ActiveDEMAND

activetrail-1502192111-logo

ActiveTrail

Acumatica

Acumatica CRM

agendor_logo

Agendor

agilecrm

Agile CRM

aircall-icon@2x (1)

Aircall

allclients

AllClients

amocrm

amoCRM

apollo.io logo 

Apollo

apptivo

Apptivo

aproplan

Aproplan

Aritic-Logo

Aritic PinPoint

Aritic Sales CRM

AT & T

AT&T Office@Hand

autoklose logo png 

Autoklose

aweber

AWeber

benchmark

Benchmark

bexio

bigcommerce

BigCommerce

bigcontacts

BigContacts

bitrix

Bitrix24 CRM

bombbomb

BombBomb

bookeo

Bookeo

boomtown

BoomTown

Brivity CRM

btcloudphone

BT Cloud Phone

bullhorn

Bullhorn

campaignmonitor

Campaign Monitor

campaigner

Campaigner

capsulecrm

Capsule

chargebee

Chargebee

logo-cin7

Cin7

cxsocial

Clarabridge Engage

Classy-icon-coral

Classy

clio

Clio

closeio

Close

companyHub

CompanyHub

connectwisemanage

ConnectWise Manage

constantcontact

Constant Contact

Contactlab Marketing Cloud

Contacts+ Logo Mark (1)

Contacts+

contactually

Contactually

convergehub

ConvergeHub

Copper-icon-circle-pink

Copper

bpmonline

Creatio

Crisp

currentrms

Current RMS

datavalidation

DataValidation

daylite

Daylite

d-logo-L-transparent

Debitoor

Delivra

desk

Desk

logo-digitaleo

Digitaleo

directmailmac

Direct Mail for Mac

DD-roundel-512x512

dotdigital Engagement Cloud

dotloop

Dotloop

drift_logo

Drift

drip

Drip

easybill

EasyBill

efficycrm

Efficy CRM

Elastic Email

emma

Emma

ERPNext logo

ERPNext

espocrm

EspoCRM

eventbrite 2018

Eventbrite

eztexting

EZ Texting

facebook-lead-ads

Facebook Lead Ads

facten

Facten

fastbill

FastBill

finfolio

FinFolio

flexmail

Flexmail

followupboss

Follow Up Boss

freeagent

FreeAgent

freshbooks

FreshBooks

FreshBooks Classic

freshdesk icon sf

Freshdesk

freshsales

Freshsales

Front logo

Front

funnelflare

FunnelFLARE

getresponse

GetResponse

Gist (formerly ConvertFox)

google contacts logo

Google Contacts

g-invert-box-hires-01

Greenhouse

GreenRope

groove

Groove

happygh

Happy Grasshopper

blog hd blog icoon

HelloDialog

helpscout

Help Scout

highrise

Highrise

HubSpot Marketing Hub

HubSpot Service Hub

Start syncing your Autopilot contacts
two-way with more than 210 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Free Trial

Start syncing Autopilot with one of our 218 apps

Related Autopilot resources

Why data-driven decisions aren’t easy

5 epic ways to create personalized journeys in Autopilot with bidirectional contact sync

Great news! Now you can keep your Autopilot Contacts in sync with other Business Apps

Help Articles related to syncing Autopilot

Autopilot

When a field's value is different (conflict management)

Invoiced

Start syncing your Autopilot contacts two-way with more than 210 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Free Trial

Start syncing Autopilot with one of our 218 apps

Related Autopilot resources

Why data-driven decisions aren’t easy

5 epic ways to create personalized journeys in Autopilot with bidirectional contact sync

Great news! Now you can keep your Autopilot Contacts in sync with other Business Apps

Help Articles related to syncing Autopilot

Autopilot

When a field's value is different (conflict management)

Invoiced

Start syncing your Autopilot contacts
two-way with more than 210 other apps