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

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December 7, 2018

The new integration solution for Autopilot by PieSync 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 (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 and automatically update your CRM

Autopilot Integration 1

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

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 with your pricing page.

Autopilot Integration 2

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

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

If your marketing team is creating awesome content to attract new leads, 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

Screen Shot 2018-12-10 at 09.41.40

4. Nurture leads until they are ready to buy

Autopilot Integration 4

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 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

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

Autopilot Integration 5

If you’re actively attracting and nurturing leads, 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

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. 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.

Need help with your sync? Visit our Help Center and find out everything you need to know.

What are you waiting for?

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About Aron Gosselin

Aron is Partner Program Manager at PieSync. He loves connecting with other software partners to support in PieSync’s growth and goal to sync all SaaS apps!