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AI ⇄ CRM

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

Keep Autopilot and Kustomer 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 Autopilot and Kustomer

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

Stacksync connects Smart Segments, Journeys (Triggers), Activities, Contacts in Autopilot to Notes, Customers, Conversations, Messages in Kustomer with bi-directional, real-time sync. Records and fields from Kustomer 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 Kustomer, 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 Kustomer 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 Mirror conversations and satisfaction data into a warehouse for support analytics and agent performance reporting
  • 04 Keep customer attributes updated from billing systems so routing rules and SLAs reflect account value

Common sync patterns

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 Kustomer, keeping segmentation current as new data arrives.

Where Autopilot indexes records for retrieval: Kustomer keeps it fresh

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

Where Autopilot summarizes or drafts: text where reps read it

Summaries, next steps, or drafted messages generated in Autopilot write back onto the account or deal in Kustomer, next to the relationship they describe.

What you can sync between Autopilot and Kustomer

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 Kustomer objects How this pairing syncs
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Teams Team assignments support routing parity and reporting. Lists is specific to Autopilot and Teams to Kustomer — 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. Tags Labels on conversations and customers sync for categorization and analytics. Custom Fields is specific to Autopilot and Tags to Kustomer — 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. Notes Internal annotations carry context alongside synced conversations. Smart Segments is specific to Autopilot and Notes to Kustomer — 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. Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. Journeys (Triggers) is specific to Autopilot and Customers to Kustomer — each maps to any object or custom field on the other side.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Conversations Support threads across channels sync outward for analytics and CRM context. Activities is specific to Autopilot and Conversations to Kustomer — each maps to any object or custom field on the other side.
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Messages Individual messages within conversations support full-thread replication. Contacts is specific to Autopilot and Messages to Kustomer — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and Kustomer

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 Kustomer 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 Kustomer through its API, with automatic retries and rate-limit backoff.

Kustomer Autopilot Sub-second propagation

DetectionKustomer notifies Stacksync of record changes through webhook events. Outbound webhooks on record events, plus polling for backfill.

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

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or Kustomer 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 Kustomer record.

Observability

Monitoring

Track your Autopilot ⇄ Kustomer 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 Kustomer.

How the Autopilot and Kustomer 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

Kustomer

Integration surface
REST API
Authentication
API key used as a bearer token, scoped by role
Change detection
Outbound webhooks on record events, plus polling for backfill
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

Autopilot and Kustomer 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ 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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 391 integrations available for Autopilot and Kustomer.

Popular · 6 of 391
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