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AI ⇄ CRM

Autopilot to Creatio CRM integration — real-time, two-way sync

Keep Autopilot and Creatio CRM 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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Why teams connect Autopilot and Creatio CRM

Write what Autopilot computes onto the contacts, accounts, and deals in Creatio CRM, and feed Creatio CRM'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 Creatio CRM, 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 Creatio CRM.

Stacksync connects Smart Segments, Journeys (Triggers), Activities, Contacts in Autopilot to Activities, Cases, Orders, Products in Creatio CRM with bi-directional, real-time sync. Records and fields from Creatio CRM 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 Creatio CRM, 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 Creatio CRM stays the record of the customer while Autopilot stays where the computation happens.

Common use cases

  • 01 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 02 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 03 Mirror custom no-code objects into Postgres so internal applications can query them without OData calls.
  • 04 Keep Creatio cases aligned with a dedicated support desk tool for teams that split service across systems.

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 Creatio CRM, 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 Creatio CRM, keeping segmentation current as new data arrives.

Where Autopilot indexes records for retrieval: Creatio CRM keeps it fresh

Contacts, accounts, and notes from Creatio CRM 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 Autopilot and Creatio CRM

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.

Autopilot objects Creatio CRM objects How this pairing syncs
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Contacts Person records linked to accounts, activities, and cases. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Activities Tasks, calls, and meetings tied to records for engagement tracking. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Opportunities Deal records with stages and amounts used in revenue syncs. Lists is specific to Autopilot and Opportunities to Creatio CRM — each maps to any object or custom field on the other side.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Cases Service requests handled in Creatio's service workflows; syncable to help desk tools. Custom Fields is specific to Autopilot and Cases to Creatio CRM — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Orders Order records bridging CRM and fulfillment or ERP systems. Smart Segments is specific to Autopilot and Orders to Creatio CRM — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Products Catalog items referenced on orders and opportunities. Journeys (Triggers) is specific to Autopilot and Products to Creatio CRM — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and Creatio CRM

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.

Autopilot Creatio CRM 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 Creatio CRM through its API, with automatic retries and rate-limit backoff.

Creatio CRM Autopilot Interval-based propagation

DetectionStacksync polls Creatio CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on ModifiedOn system columns.

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

Rate-limit considerations

  • 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.
  • Creatio CRM: Subject to the platform's API rate limits.
What ships with Autopilot ⇄ Creatio CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or Creatio CRM 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 Autopilot or Creatio CRM record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Autopilot and Creatio CRM connectors work

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

Creatio CRM

Integration surface
OData REST API plus a proprietary DataService API
Authentication
OAuth 2.0 or cookie-based session authentication
Change detection
Polling on ModifiedOn system columns; outbound notifications require configuring business processes
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Autopilot to Creatio CRM — 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 Autopilot and Creatio CRM 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
    Autopilot connected
    Creatio CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot and Creatio CRM 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 · Autopilot ⇄ Creatio CRM
    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
    Autopilot Creatio CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot and Creatio CRM integration FAQ

SECURITY

Security teams trust Stacksync

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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→ SECURITY WITH BENEFITS

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 397 integrations available for Autopilot and Creatio CRM.

Popular · 7 of 397
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