Integrate Salesforce with Autopilot
Send information between Salesforce and Autopilot automatically, without writing any code, using Zoho Flow.
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Add a new contact in Autopilot whenever a new contact is added in Salesforce
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Autopilot whenever a new contact is added in Salesforce.
How it works
- The flow triggers when a new contact is created in Salesforce.
- Zoho Flow creates a new contact in Autopilot.
Add a new contact in Autopilot whenever a new contact is added in Salesforce
Salesforce + Autopilot
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Supported triggers and actions
Integrate Salesforce and Autopilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Case updated
Triggers when a case is updated
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Task created
Triggers when a new task is created
Opportunity updated
Triggers when an opportunity is updated
Module entry added
Triggers when a new entry is added to the selected module
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Solution added
Triggers when a new solution is added
Lead updated
Triggers when a lead is updated
Contact unsubscribed
Triggers when a contact unsubscribes
Contact added to list
Triggers when a contact is added to the selected list
Contact removed from list
Triggers when a contact is removed from the selected list
New contact
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create case
Creates a new case
Create note
Creates a new note
Create campaign
Creates a new campaign
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create account
Creates a new account
Create solution
Creates a new solution
Create product
Creates a new product
Create lead
Creates a new lead
Create custom module entry
Creates a new entry in the selected module
Create task
Creates a new task
Create order
Creates a new order
Create event
Creates a new event
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update product
Updates the details of an existing product
Update campaign
Updates the details of an existing campaign
Update event
Updates the details of an existing event
Update case
Updates the details of an existing case
Update solution
Updates the details of an existing solution
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update opportunity
Updates the details of an existing opportunity
Update custom module entry
Updates the details of entry in the selected module
Update order
Updates the details of an existing order
Update contact
Updates the details of an existing contact
Fetch group
Fetches the details of an existing group by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
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
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.
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