Connect autopilot and civicrm to Build Intelligent Automations

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civicrm

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Frequently Asked Questions

How do I start an integration between autopilot and civicrm?

To start, connect both your autopilot and civicrm accounts to viaSocket. Once connected, you can set up a workflow where an event in autopilot triggers actions in civicrm (or vice versa).

Can we customize how data from autopilot is recorded in civicrm?

Absolutely. You can customize how autopilot data is recorded in civicrm. This includes choosing which data fields go into which fields of civicrm, setting up custom formats, and filtering out unwanted information.

How often does the data sync between autopilot and civicrm?

The data sync between autopilot and civicrm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from autopilot to civicrm?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between autopilot and civicrm?

Yes, you can set conditional logic to control the flow of data between autopilot and civicrm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

autopilot

About autopilot

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.

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civicrm

About civicrm

CiviCRM is a web-based constituent relationship management (CRM) system built by and for nonprofit organizations and NGO's.

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