Autopilot


The new [integration solution for Autopilot by PieSync](https://www.piesync.com/blog/autopilot/) offers limitless possibilities by combining the power of Autopilot and over 140+ cloud-based apps. Think about PieSync as a toolbox to connect several types of business applications, with the features to create the unique workflow you need. 

Perhaps one of the most interesting uses of PieSync is to link Autopilot to your CRM. This type of connection enables you to create more powerful and personalized journeys by enriching your Autopilot contacts with the most up-to-date information from your CRM. There are already [55+ CRMs available to integrate directly with your Autopilot account](https://www.piesync.com/autopilot/) (and we are adding new ones every week). 

Are you using a CRM that you'd like to connect to Autopilot? Below you’ll find 5 of best practices that will help you start building better journeys for your customers and leads.

### 1.[Capture leads from a form](https://www.autopilothq.com/templates/capture-leads-send-follow-up) and automatically update your CRM

![Autopilot Integration 1](//images.ctfassets.net/f2ysq090txql/3vf45xRTwIwy0yOmOYYGoa/ea05ffd0fe0978bd62c34f41fb749e82/Autopilot_Integration_1.png)

Forms are a great way to capture new leads, by using the form submission feature in Autopilot you can easily capture new leads. Thanks to PieSync, these leads will be automatically created inside your CRM. To configure this sync, here’s the simple if-this-then-that condition you have to set up inside PieSync. Copper (Prosperworks) is the example CRM we’re using here, but it works just as easy for any other CRM:

![copper-and-autopilot](//images.ctfassets.net/f2ysq090txql/39xFgGBLTaA08eomSoseUk/eb1ee3c806865915f6ccc312cece8146/copper-and-autopilot.png)

The good thing to note about PieSync is that if the lead happened to already exist, it won’t create a duplicate but could potentially just update or refresh the contact information you had on that lead in your system.

### 2.  Immediately assign a sales rep in your CRM as soon as [a lead actively engages](https://www.autopilothq.com/templates/send-a-targeted-follow-up-email-when-someone-clicks-a-specific-link-in-an-email) with your pricing page.

![Autopilot Integration 2](//images.ctfassets.net/f2ysq090txql/7rhsUrvpQWy882mKmYgiOe/c55bc2e0a3c7ef5a81fb5cbb4d994640/Autopilot_Integration_2.png)

Here’s another recipe to help in efficiency. Wouldn’t it be great if you could focus on the important leads, in other words, those that are ready to convert? Lead scoring is a great way to prioritize leads and learn how they engage with your website and marketing campaigns.  

As soon as a lead is ready to buy, you want to make sure to assign them to your best sales rep. PieSync allows you to close the gap between your sales and marketing departments with an easy rule-based sync, that ensures that lead owners in Autopilot are synced up to lead owners in your CRM: 

![integration-copper-and-autopilot](//images.ctfassets.net/f2ysq090txql/j3FKIEUEcoI6SqqC6AQM0/a8f25c0668454331740f7fee1a5ea328/integration-copper-and-autopilot.png)

With this sync, your marketing team can focus on attracting more leads while sales can focus on the right deals and close them even faster! 

### 3. Automatically update your CRM lead status if a lead downloads an eBook

![Autopilot Integration 3](//images.ctfassets.net/f2ysq090txql/3Gqsll887KC4OEEmoG6SOK/4d9a28b38aa82e143bcfcac4827e2eb5/Autopilot_Integration_3.png)

If your marketing team is creating [awesome content to attract new leads](https://www.autopilothq.com/templates/gated-content), the journey these leads go through have marketing qualified leads turn into sales qualified leads, or SQL’s. It is then, when your marketing team needs to hand over this lead to the sales team so they can actively follow up and convert them to a customer. 

You don’t want to lose hot leads when they are ready to convert. By using PieSync, this lead will show up in your CRM in seconds. Why wait for tomorrow when you can convert leads today?!

To make it even more personalized, you can sync the lead source so your sales reps know that this one lead came in via a form and another downloaded an ebook. A great ice-breaker to start a sales conversation.
 
![syncing-autopilot](//images.ctfassets.net/f2ysq090txql/53nEPDEaJameKaSC6sY6mC/ca13c5ea3b8926df6cdf2568a410f906/syncing-autopilot.png)

![Screen Shot 2018-12-10 at 09.41.40](//images.ctfassets.net/f2ysq090txql/3s1ts0MG886WSW0WEq6g4W/f7ce9b803e7483876d5651cedb12a90c/Screen_Shot_2018-12-10_at_09.41.40.png)

### 4. Nurture leads until they are ready to buy

![Autopilot Integration 4](//images.ctfassets.net/f2ysq090txql/3hrRQhsaMgkCc2C0ISKimI/6145aa24494161607f7d59c4261a0903/Autopilot_Integration_4.png)

A lead can be a potential customer who is just not quite ready to buy, they need more time. The best way to get them warm and ready for the purchase, is to create a[ journey dedicated to nurture leads](https://www.autopilothq.com/templates/use-cases/pipedrive-marketing/nurture-pipedrive-leads-who-are-not-yet-ready-to-buy) and making sure you don’t forget about them when they need a more proactive approach.

Lead statuses are a great resource to stay up-to-date with your leads, but why update them manually if you can automate this process via PieSync? 

Through the simple ruleset illustrated below, sales reps can casually leave a tag on a prospect in their own CRM, which in turn triggers a nurture sequence inside Autopilot. 

The rule comes with an undo toggle. Taking away the tag in the CRM also removes them from the nurture sequence.

And the ‘other way round toggle’? Well, PieSync works 2-way. For those leads that are already in a nurture flow, sales reps can spot this by means of the same tag. 

![Intelligent-Syncing- copper prosperworks](//images.ctfassets.net/f2ysq090txql/5ZemK54eyW6aYKGMis2qU0/cf3c551c92f7f9101a072569e300b2ed/Intelligent-Syncing-_copper_prosperworks.png)

### 5. Setup a basic lead nurturing campaign and update your CRM accordingly

![Autopilot Integration 5](//images.ctfassets.net/f2ysq090txql/2Q15xoNGuco0CIOkgAsG2A/bede63ecba100bb4c8ff0ae050375c4f/Autopilot_Integration_5.png)

If you’re actively [attracting and nurturing leads](https://www.autopilothq.com/templates/categories/autopilot-journeys/basic-lead-nurturing), data management can be a full-time job. Let PieSync do that for you by syncing your journeys’ settings in Autopilot with an automatic update for lead scoring, lead sources and/or lead status. 

![copper-autopilot](//images.ctfassets.net/f2ysq090txql/54tv5Gg5fi8EeGAS4uyOm0/6accbea85adcf7d5b6e53782e2ad59d4/copper-autopilot.png)

Be creative and start integrating your applications with Autopilot to align customer and lead audiences and create powerful journeys yourself! 

Throughout these examples, we have been using the [Autopilot Templates library](https://www.autopilothq.com/templates). By tweaking it to your personal needs and internal processes you can start building automations in minutes. Don’t worry if you have built your own journeys! PieSync can be used in many scenarios. Be creative and blow us away!

# How is PieSync different than Zapier?

Zapier is great for one-way data pushes.It is a trigger-based app and will only operate when a trigger is pulled, pushing all the data to another database. But in this process, Zapier won’t check if an update is necessary and it won’t sync data.

PieSync is constantly checking for updates in your data. You can also choose which app is your “source of truth” so you won’t accidentally sync the incorrect information. PieSync is great for when you want to continuously sync correct, up to date, error-free information across your cloud apps. [Learn more about the differences between these two great tools. ](https://www.piesync.com/piesync-vs-zapier/)


Need help with your sync? Visit our [Help Center](https://help.piesync.com/connector-apps/autopilot) and find out everything you need to know.

What are you waiting for?

<Button text="Try PieSync for free" href="https://www.piesync.com/autopilot/" />








PieSync enables you to create more powerful and personalized journeys by enriching your Autopilot contacts with the most up-to-date information from your CRM. Below you’ll find 5 of the best ways to build your sync! 

Contact Management

Digital Marketing 

Marketing 

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

![Autopilot Launch](//images.ctfassets.net/f2ysq090txql/2gL0THDKtquWOcQ0AOcIUY/bb5b768f78cf5bc39a2c65b91dabdf8e/Autopilot_Launch.png)

## Autopilot’s 2-Way Contact Sync Powered by PieSync

[Autopilot](https://www.autopilothq.com/) is an easy to use multi-channel marketing automation platform. This intuitive user interface, allows you to map every touchpoint of the customer journey simply by dragging, dropping and connecting. With Autopilot you can engage your customers at just the right time with personalized email, in-app messages, SMS, and postcards.

Autopilot lets you trigger marketing activities based on user behavior and events, allowing you to nurture your customers and leads with the right message, at the right time, on the right channel. It’s a systematic approach to turn your leads into high-paying customers.

## A Powerful Syncing Solution

PieSync offers a unique synchronization solution for __over 140+ other cloud business applications in real time.__ It’s a 2-way contacts (and/or leads) sync that works in real time. Unlike trigger-based services, __PieSync does not simply push data but actually analyzes the information stored in your different databases to make sure that whenever you add or update a contact in one app, you can have it up-to-date in the other one, and vice versa.   __

Autopilot already integrates with Salesforce CRM and other third-party apps like Slack, Segment and Twilio. Now with PieSync, you can enrich your Autopilot contacts to create more powerful and effective journeys with information from [the best-of-breed software.](https://www.autopilothq.com/blog/best-of-breed-software)  Check out the supported apps we are currently supporting for Autopilot: 

<Widget type="piesync-widget" left="autopilothq" size="compact" />

The app you are searching for is not here? Don’t worry! We are launching a new one every week. [Vote for your favorite cloud-based app! ](https://www.piesync.com/connections/)

No more import/ export or duplicates! Have always at hand a 360-degree view of your contacts’ information across your SaaS Stack. __We make sure your data is squeaky clean and up-to-date__,  so you can take care of sending out the most relevant and better segmented Marketing Campaigns ever.   

> “Even if you have a great app, the truth is that every technology has a limit. The wonderful thing about PieSync is that it helps you overcome that limit.”
>  Albert Vasquez, realtor at AV Real Estate Group.

## If-this-then-that for Autopilot

Thanks to PieSync’s Intelligent engine, you can create more nuance by using “If–this–then–that” rules or conditions on top of the 2-way sync. By configuring your sync depending on lists, tags or categories in each app you want to have in sync, you can accomplish complex automatic workflows across your apps. Let’s see some of the many uses you can have with Autopilot and PieSync: 

- Do you want to sync from Autopilot to your CRM according to the lead source? You got it!

![autopilot-sync-zendesk-sell-2](//images.ctfassets.net/f2ysq090txql/1XYmF4jxQIsQIgQgKKoOkI/51f7c01f829f312f0713babfa99c5774/autopilot-sync-zendesk-sell-2.png)

- This user wanted to make sure that the lead status he determined in Autopilot was a tag in his CRM: 

![autopilot-copper-sync](//images.ctfassets.net/f2ysq090txql/ogRpnE4CTmQYs8gIGkIme/03e9ceb7b11f9abf69667d594d40c930/autopilot-copper-sync.png)

- Here’s an example in the other sense of the sync (remember you can choose if you want to sync one-way or two-way): 

![autopilot-insightly-sync](//images.ctfassets.net/f2ysq090txql/6gfw6eVYPKkMkoUQa0gQaK/f4d26ee91e45733ef85bd0f2a3e72ab1/autopilot-insightly-sync.png)

## Even more customized features

Depending on the other app you’re syncing with, you’ll see most Autopilot fields (such as name, last name, address, etc.) being mapped by default. Additionally, you can [manually map your custom-made fields](https://www.piesync.com/blog/announcing-our-biggest-update-to-date-custom-fields-and-customizable-field/) and any standard fields that are not included in the default mapping: 

![Screen Shot 2018-12-05 at 11.42.05](//images.ctfassets.net/f2ysq090txql/2BVcYgLznKAaGig4ss2s2/7e8a2bb0c3ece6bb8aa070d38b6b5194/Screen_Shot_2018-12-05_at_11.42.05.png)

![screen-shot-2018-11-05-at-14-38-48](//images.ctfassets.net/f2ysq090txql/3bvLTEoJrG8Qeeo0OcogIu/4b0b76e85598ff40539f67e3c3ff7b02/screen-shot-2018-11-05-at-14-38-48.png)

__You’ll have the right data, in the right app, at the right time!__

## Top Syncs for Autopilot

- [Autopilot and Intercom ](https://www.piesync.com/autopilot/intercom/)
- [Autopilot and Eventbrite](https://www.piesync.com/autopilot/eventbrite/)
- [Autopilot and Zendesk Sell](https://www.piesync.com/autopilot/basecrm/)
- [Autopilot and Microsoft Dynamics 365 ](https://www.piesync.com/autopilot/microsoft-dynamics/)
- [Autopilot and Zoho CRM](https://www.piesync.com/autopilot/zoho-crm/) 
- [Autopilot and HubSpot CRM](https://www.piesync.com/autopilot/hubspot/) 
- [Autopilot and Copper](https://www.piesync.com/autopilot/prosperworks/)
- [Autopilot and Survey Monkey](https://www.piesync.com/autopilot/surveymonkey/)
- [Autopilot and Stripe](https://www.piesync.com/autopilot/stripe/)

## And there’s more!

- Save time spent on data entry
- Increase ROI
- No more import/export of your contacts
- One database across all your cloud apps
- Sync changes, including deletions and unsubscribes, in your favorite cloud apps and CRM
- Share accurate customer information across your marketing, sales and customer service platform

## Learn how to set up a sync: 

<Embed src="https://www.youtube.com/watch?v=6S6GWI8OFXg" />

<Button text="Start your free trial now" href="https://www.piesync.com/autopilot/" />



From now on you can keep your Autopilot contacts in sync with over 140+ cloud-based applications! It's a 2-Way Sync that works in real time! 

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

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.


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Pipedrive

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ActiveTrail

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Desk

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Direct Mail for Mac

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Facebook Lead Ads

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FreeAgent

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Front

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FunnelFLARE

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Groove

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Infusionsoft by Keap

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Invoice Ninja

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K+TEAM Platform (former Kunversion+)

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