The integration between Census and Autopilot signifies a strategic partnership that seamlessly fuses data orchestration capabilities with the dynamic world of marketing automation. Census, with its robust data integration features, seamlessly intertwines with Autopilot, enhancing data connectivity and optimizing marketing operations. This collaboration empowers businesses utilizing Autopilot's marketing automation platform to efficiently manage and orchestrate their data flow with Census. The integration ensures a cohesive exchange of data, allowing marketers to derive valuable insights and create targeted campaigns based on a unified understanding of user interactions.
This integration guide will walk you through the process of integrating Census with Autopilot. By connecting these two platforms, you can automate the process of syncing your customer data from Census to Autopilot, enabling you to create personalized and targeted customer journeys.
1. A Census account with admin access.
2. An Autopilot account with admin access.
1. Log in to your Autopilot account.
2. Navigate to the "Settings" menu and select "Connections."
3. Click on the "Add a Connection" button.
4. Search for "Census" in the available connectors and select it.
5. Provide a name for the connection (e.g., "Census Integration").
6. Click on the "Create Connection" button.
7. Autopilot will generate an API key. Make a note of this key as you will need it in the next steps.
1. Log in to your Census account.
2. Navigate to the "Connections" tab.
3. Click on the "Add Connection" button.
4. Choose "Autopilot" from the available connectors.
5. Enter a name for the connection (e.g., "Autopilot Integration").
6. Paste the Autopilot API key obtained in Step 1 into the API Key field.
7. Click on the "Create Connection" button.
1. In the Census dashboard, go to the "Mappings" tab.
2. Click on the "Add Mapping" button.
3. Select the Autopilot connection you created in Step 2.
4. Map the desired fields from Census to Autopilot. For example, you may want to map "First Name" in Census to "First Name" in Autopilot.
5. Repeat this process for all the fields you want to sync.
6. Click on the "Save" button to save the mappings.
1. In the Census dashboard, go to the "Syncs" tab.
2. Click on the "Add Sync" button.
3. Select the Autopilot connection you created in Step 2.
4. Choose the desired sync frequency (e.g., daily, hourly, etc.).
5. Click on the "Save" button to save the sync configuration.
1. In the Census dashboard, navigate to the "Syncs" tab.
2. Find the sync you created in Step 4 and click on the "Run Sync" button.
3. Monitor the sync status to ensure it completes successfully.
4. Log in to your Autopilot account and verify that the customer data from Census has been synced correctly.
Congratulations! You have successfully integrated Census with Autopilot. Your customer data will now be automatically synced between the two platforms, enabling you to create personalized and targeted customer journeys in Autopilot based on the data in Census. Be sure to monitor the sync status regularly and troubleshoot any issues if necessary.
