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Autopilot Journeys + SugarAI

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.

When this happens...
Updated RecordTriggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).
TriggerPolling
automatically do this!
Add Contact to ListAdds a new contact and adds them to a list.
ActionWrite

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More things you can do with SugarAI and Autopilot Journeys

Discover other triggers and actions you can use with SugarAI and Autopilot Journeys

- Module
  Required
Trigger
Polling
Try It
- Module
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Search Field #1
  Required
- Value for Search Field #1
  Required
- Search Field #2
- Value for Search Field #2
Action
Search or write
- Contact List
  Required
Trigger
Instant
Try It

Contact Unsubscribes
Triggers when a contact unsubscribes from Autopilot.
Trigger
Instant
Try It
- Contact List
- Email
  Required
- First Name
- Last Name
- Salutation
- Company
- Title
- Industry
- Phone
- Mobile
- Fax
- Website
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Lead Owner
- Lead Source
- Lead Status
- Twitter
- LinkedIn
Action
Write

- Email
  Required
Action
Write

- Module
  Required
Trigger
Polling
Try It
- Module
  Required
Action
Write
- Module
  Required
- Search Field #1
  Required
- Value for Search Field #1
  Required
- Search Field #2
- Value for Search Field #2
Action
Search
Contact Added
Triggers when a contact is newly added.
Trigger
Instant
Try It
- Contact List
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Email
  Required
- First Name
- Last Name
- Salutation
- Company
- Title
- Industry
- Phone
- Mobile
- Fax
- Website
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Lead Owner
- Lead Source
- Lead Status
- Twitter
- LinkedIn
Action
Write
- Email
  Required
Action
Write

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.

HelpHelp

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Marketing Automation

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About SugarAI

SugarAI is an online CRM platform that helps you manage your sales, marketing, and customer support better.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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