Real-time
Two-way sync
Changes in Autopilot or Veeva CRM instantly reflect in both systems. No stale data, no manual imports.
AI ⇄ CRM
Autopilot to Veeva CRM integration — real-time, two-way sync
Keep Autopilot and Veeva 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 Veeva CRM
Write what Autopilot computes onto the contacts, accounts, and deals in Veeva CRM, and feed Veeva 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 Veeva 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 Veeva CRM.
Stacksync connects Activities, Contacts, Lists, Custom Fields in Autopilot to Approved Email Activity, Accounts (HCPs and HCOs), Calls, Medical Inquiries in Veeva CRM with bi-directional, real-time sync. Records and fields from Veeva 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 Veeva 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 Veeva 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 Replicate call and activity data into a warehouse for field-force effectiveness reporting.
- 04 Keep consent records aligned between Veeva and marketing platforms so channel opt-outs are enforced everywhere.
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 Veeva CRM, keeping segmentation current as new data arrives.
Where Autopilot indexes records for retrieval: Veeva CRM keeps it fresh
Contacts, accounts, and notes from Veeva CRM 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 Veeva CRM, next to the relationship they describe.
What you can sync between Autopilot and Veeva 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 | Veeva CRM objects | How this pairing syncs | |
|---|---|---|---|
| Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. | Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems. | Custom Fields is specific to Autopilot and Consent Records to Veeva 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. | Key Messages and CLM Content Approved content presented during calls, referenced in activity data. | Smart Segments is specific to Autopilot and Key Messages and CLM Content to Veeva 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. | Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system. | Journeys (Triggers) is specific to Autopilot and Territories and Alignments to Veeva CRM — 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. | Events Medical events and speaker programs managed through Veeva's events capabilities. | Activities is specific to Autopilot and Events to Veeva CRM — 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. | Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting. | Contacts is specific to Autopilot and Approved Email Activity to Veeva CRM — each maps to any object or custom field on the other side. | |
| Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. | Accounts (HCPs and HCOs) Healthcare professionals and organizations; the central entity most syncs key on. | Lists is specific to Autopilot and Accounts (HCPs and HCOs) to Veeva CRM — each maps to any object or custom field on the other side. |
How changes propagate between Autopilot and Veeva 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 Veeva 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 Veeva CRM through its API, with automatic retries and rate-limit backoff.
Veeva CRM Autopilot Interval-based propagation
DetectionStacksync polls Veeva CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record modification timestamps.
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.
- Veeva CRM: Subject to the underlying platform's API request allocations, which are contract-dependent.
What ships with Autopilot ⇄ Veeva CRM
Connect Autopilot and Veeva CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Veeva CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Autopilot or Veeva 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 Veeva CRM record.
Observability
Monitoring
Track your Autopilot ⇄ Veeva 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 Veeva CRM.
How the Autopilot and Veeva 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.
Veeva CRM
- Integration surface
- Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
- Authentication
- OAuth 2.0
- Change detection
- Polling on record modification timestamps; platform event streams where the underlying org enables them
- Capabilities
- read · write
- Rate limits
- Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works
How to connect Autopilot to Veeva 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.
- 01
Connect your apps
Authenticate Autopilot and Veeva CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Autopilot
connected
Veeva CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Autopilot and Veeva 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.
objects · Autopilot ⇄ Veeva CRMCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Autopilot Veeva CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Autopilot and Veeva CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Autopilot and Veeva CRM: authenticate both systems, choose the objects to sync (such as Autopilot's Custom Fields and Smart Segments), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Autopilot side: Activities, Contacts, Lists, Custom Fields, plus custom fields where Autopilot exposes them. On the Veeva CRM side: Approved Email Activity, Accounts (HCPs and HCOs), Calls, Medical Inquiries. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Autopilot and Veeva CRM: Where Autopilot classifies or tags: labels sync onto the record; Where Autopilot indexes records for retrieval: Veeva CRM keeps it fresh; Where Autopilot summarizes or drafts: text where reps read it. Categories, sentiment, or intent produced in Autopilot attach to the right contact, account, or deal in Veeva CRM, keeping segmentation current as new data arrives.
-
Autopilot: 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/. Veeva CRM: Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM. Authentication: OAuth 2.0. Stacksync manages authentication, retries, and rate limits on both sides.
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Autopilot: There is no change-data-capture: incremental sync polls /contacts with bookmark cursor pagination on updated timestamps, and bulk writes are done by passing an array to the contact upsert endpoint. Veeva CRM: Veeva is migrating customers from the Salesforce-based CRM to Vault CRM on its own Vault platform, which changes the API surface an integration targets. Stacksync's field mapping accounts for these differences between Autopilot and Veeva CRM without custom code.
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 478 integrations available for Autopilot and Veeva CRM.
Popular · 7 of 478
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