Note: Your PractiFI System Administrator will need to enable this integration before you can use it.
PractiFI's Autopilot integration enables you to sync marketing campaigns and journeys that are created in Autopilot, with the corresponding client records in PractiFI to enable tracking of customer interactions.
You'll use Autopilot in exactly the same way you're used to, but to to see a client's Autopilot interactions in PractiFI:
Search for a client
- Navigate to a client.
- Go to the Interactions tab in the vertical nav.
- Autopilot interactions will appear with a plane icon.
For assistance in using Autopilot, see their help centre.