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CRM ⇄ AI

Affinity to Autopilot integration — real-time, two-way sync

Keep Affinity and Autopilot in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Affinity and Autopilot

Write what Autopilot computes onto the contacts, accounts, and deals in Affinity, and feed Affinity's records back into Autopilot, in real time and in both directions.

Autopilot turns data into something a revenue team can act on: scores, classifications, summaries, and embeddings. But the customers those results describe live in Affinity, where reps and marketers actually work. Intelligence that stays inside Autopilot rarely reaches the record where a decision gets made, and Autopilot is only as sharp as the data it sees, which is also held in Affinity.

Stacksync connects Activities, Contacts, Lists, Custom Fields in Autopilot to Organizations, Opportunities, Field Values, Notes in Affinity with bi-directional, real-time sync. Records and fields from Affinity flow into Autopilot as the material it scores, indexes, or enriches, and the values Autopilot produces flow back onto the matching contact, account, or deal in Affinity, field by field, within seconds. There is no batch export in the middle and no glue code to maintain.

Because the mapping is field-level, you choose exactly which attributes cross and in which direction, so Affinity stays the record of the customer while Autopilot stays where the computation happens.

Common use cases

  • 01 Mirror List and Smart Segment membership into a warehouse to power attribution and audience analytics alongside other sources.
  • 02 Stream Activities into a warehouse so opens, clicks, and journey steps sit next to product and revenue data for lifecycle reporting.
  • 03 Sync notes and reminders into project or task systems used outside the deal team.
  • 04 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.

Common sync patterns

Where Autopilot scores or ranks records: results on the CRM record

Lead scores, fit ratings, or priority computed in Autopilot land as fields on the matching contact or account in Affinity, so reps sort and act on them without leaving the CRM.

Where Autopilot classifies or tags: labels sync onto the record

Categories, sentiment, or intent produced in Autopilot attach to the right contact, account, or deal in Affinity, keeping segmentation current as new data arrives.

Where Autopilot indexes records for retrieval: Affinity keeps it fresh

Contacts, accounts, and notes from Affinity sync into Autopilot as they change, so embeddings or search stay aligned with the live CRM instead of a stale export.

What you can sync between Affinity and Autopilot

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Affinity objects Autopilot objects How this pairing syncs
Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Persons is specific to Affinity and Smart Segments to Autopilot — each maps to any object or custom field on the other side.
Organizations Company records matched to accounts in other systems by domain. Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Organizations is specific to Affinity and Journeys (Triggers) to Autopilot — each maps to any object or custom field on the other side.
Opportunities Deal records tracked on lists and synced with pipeline reporting. Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Opportunities is specific to Affinity and Activities to Autopilot — each maps to any object or custom field on the other side.
Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Field Values is specific to Affinity and Contacts to Autopilot — each maps to any object or custom field on the other side.
Notes Meeting and call notes synced for record-keeping in other systems. Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Notes is specific to Affinity and Custom Fields to Autopilot — each maps to any object or custom field on the other side.

How changes propagate between Affinity and Autopilot

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Affinity Autopilot Sub-second propagation

DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.

DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.

Autopilot Affinity Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Affinity: Subject to the platform's published API rate limits.
  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
What ships with Affinity ⇄ Autopilot

Connect Affinity and Autopilot for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Autopilot connection.

Real-time

Two-way sync

Changes in Affinity or Autopilot instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or Autopilot data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Affinity or Autopilot record.

Observability

Monitoring

Track your Affinity ⇄ Autopilot sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Affinity and Autopilot.

How the Affinity and Autopilot connectors work

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide
How it works

How to connect Affinity to Autopilot — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Affinity and Autopilot with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Affinity connected
    Autopilot connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Affinity and Autopilot objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Affinity ⇄ Autopilot
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Affinity Autopilot
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Affinity and Autopilot integration FAQ

SECURITY

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As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 485 integrations available for Affinity and Autopilot.

Popular · 8 of 485
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