Skip to content
AI ⇄ CRM

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

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

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Autopilot and Vitally

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

Stacksync connects Contacts, Lists, Custom Fields, Smart Segments in Autopilot to Task, Note, Conversation, NPS Response in Vitally with bi-directional, real-time sync. Records and fields from Vitally 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 Vitally, 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 Vitally 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 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 04 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.

Common sync patterns

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 Vitally, next to the relationship they describe.

Where Autopilot enriches people or companies: fields fill in

Enriched attributes from Autopilot populate contact and company fields in Vitally, and refreshes keep them from going stale.

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 Vitally, so reps sort and act on them without leaving the CRM.

What you can sync between Autopilot and Vitally

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 Vitally 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. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Contacts is specific to Autopilot and Conversation to Vitally — 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. NPS Response NPS survey responses for account-health reporting. Lists is specific to Autopilot and NPS Response to Vitally — 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. Custom Trait Custom account and user traits for segmentation. Custom Fields is specific to Autopilot and Custom Trait to Vitally — 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. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Smart Segments is specific to Autopilot and Account to Vitally — 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. User End users tied to accounts, including activity and custom traits. Journeys (Triggers) is specific to Autopilot and User to Vitally — 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. Organization Parent organizations for hierarchical B2B account structures. Activities is specific to Autopilot and Organization to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and Vitally

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

Vitally Autopilot Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Autopilot ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or Vitally 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 Vitally record.

Observability

Monitoring

Track your Autopilot ⇄ Vitally 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 Vitally.

How the Autopilot and Vitally 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

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

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

    Choose tables

    Pick the Autopilot and Vitally 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 ⇄ Vitally
    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 Vitally
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Autopilot and Vitally 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.

Learn more about security
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:

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 384 integrations available for Autopilot and Vitally.

Popular · 6 of 384
All Autopilot integrations All Vitally integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own