Autopilot consultants

We can help you automate your business with Autopilot and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Autopilot.

Integration And Tools Consultants

Autopilot

About Autopilot

Autopilot (now Ortto) is a marketing automation platform that lets businesses build customer journeys, send targeted emails, and track user behaviour across channels. It is popular with growth teams and marketers who want visual journey builders and multi-touch attribution without the complexity of enterprise platforms like HubSpot or Marketo.

The issue many teams hit with Autopilot is that it works well for email and journey automation but does not natively connect to every tool in their stack. Lead data sits in Autopilot while sales activity lives in the CRM, support tickets are in another system, and product usage data is somewhere else entirely. Without integration, marketing operates in a silo.

Osher connects Autopilot to your CRM, support desk, analytics tools, and internal databases using n8n workflows. We build automations that sync leads bidirectionally between Autopilot and your CRM, trigger personalised journeys based on product usage events, and push campaign performance data into your reporting dashboards. This turns Autopilot from a standalone email tool into the engine that powers your entire customer lifecycle.

If your marketing stack feels disconnected, our sales automation services and system integration expertise can help you tie it all together.

Autopilot FAQs

Frequently Asked Questions

What is Autopilot used for?

Can Autopilot be integrated with my CRM?

What kind of businesses use Autopilot automation?

How do I trigger Autopilot journeys from external events?

Is Autopilot the same as Ortto?

How can Osher help with Autopilot integration?

How it works

We work hand-in-hand with you to implement Autopilot

Step 1

Process Audit

We review your current Autopilot setup — active journeys, data sources, connected tools, and manual processes. This tells us where your marketing automation has gaps.

Step 2

Identify Automation Opportunities

We pinpoint the integrations that will have the biggest impact: CRM syncing, event-triggered journeys, campaign reporting, and lead scoring automation. Each is ranked by business value and implementation effort.

Step 3

Design Workflows

We design n8n workflows that connect Autopilot to your CRM, analytics, and support tools. Every data flow is mapped out so you know exactly what triggers what and where your customer data ends up.

Step 4

Implementation

We build the workflows in n8n, connecting to Autopilot’s API, setting up bidirectional data syncing, and configuring event triggers. All workflows run on your infrastructure with full logging and error handling.

Step 5

QA Review

We test every workflow with real campaign and contact data to confirm leads sync correctly, journeys trigger as expected, and reporting data is accurate. Edge cases and error scenarios are tested before going live.

Step 6

Support & Maintenance

After deployment, we monitor your Autopilot integrations and handle updates — API changes, new journey requirements, or additional tool connections as your marketing stack grows.

Transform your business with Autopilot

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Autopilot consultation.