Morningstar AdviserLogic + Google Contacts
Add new or updated Google Contacts to AdviserLogic
Rather than spending time importing and exporting contact lists, use this Google Contacts-AdviserLogic integration to automatically add new or updated Google Contacts to Adviserlogic.
Rather than spending time importing and exporting contact lists, use this Google Contacts-AdviserLogic integration to automatically add new or updated Google Contacts to Adviserlogic.
- When this happens...New or Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
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- 14 day trial for premium features & apps
New or Updated Contact
Triggers when a contact is created or updated.
Try ItNew Contact
Triggers when a contact is created.
Try ItCreate Contact
Creates a new contact.
NameRequired
New Group
Triggers when a group is created.
Try ItContactRequired
GroupRequired
ContactRequired
Phone Number
Additional Phone Numbers
Contact
PhotoRequired
About Morningstar AdviserLogic
Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
Related categories
About Google Contacts
Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
