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Autopilot Journeys + SugarCRM

Update Autopilot Journeys contacts list with updated SugarCRM 7+ records

Keep your contact lists up-to-date and enhance engagement with this efficient automation. When a record is updated in SugarCRM 7+, this workflow adds the contact to a specified list in Autopilot Journeys, ensuring your marketing campaigns stay relevant and targeted. Spend less time on manual importing and exporting, and focus on refining your strategies for success.

Keep your contact lists up-to-date and enhance engagement with this efficient automation. When a record is updated in SugarCRM 7+, this workflow adds the contact to a specified list in Autopilot Journeys, ensuring your marketing campaigns stay relevant and targeted. Spend less time on manual importing and exporting, and focus on refining your strategies for success.

  1. When this happens...
    SugarCRMSugarCRM
    Updated Record

    Triggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).

    TriggerScheduled
  2. automatically do this!
    Autopilot JourneysAutopilot Journeys
    Add Contact to List

    Adds a new contact and adds them to a list.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

    • Value for Search Field #2

    Action
    Search
  • Autopilot Journeys triggers, actions, and search

    Contact Added

    Triggers when a contact is newly added.

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

    • Value for Search Field #2

    Action
    Search or write
    • Contact ListRequired

    Trigger
    Instant
    Try It
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About Autopilot Journeys

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.
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Related categories

  • Marketing Automation

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