Morningstar AdviserLogic + Google Contacts
Create AdviserLogic clients from new Google Contacts
Rather than dealing with importing clients and contacts manually, use Zapier to do the admin work for you. Once you set up this Zapier integration, whenever you add a new contact in Google Contacts, Zapier will add the contact to AdviserLogic as a new client automatically.
Rather than dealing with importing clients and contacts manually, use Zapier to do the admin work for you. Once you set up this Zapier integration, whenever you add a new contact in Google Contacts, Zapier will add the contact to AdviserLogic as a new client automatically.
- 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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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
