Add new Adviserlogic client contact details to Office 365

Want to make your life a bit easier? Use Zapier to do the admin work of copying contacts for you. Once you set up this AdviserLogic-Office 365 integration, whenever you add a new client, it'll automatically be added as a contact in Office 365 as well to make sure you can get in touch with new contacts from anywhere.

How this AdviserLogic-Office 365 integration Works

  1. A new client contact is added to AdviserLogic
  2. Zapier automatically creates a contact in Office 365

What You Need

  • AdviserLogic Account
  • Office 365 Account
Add new Adviserlogic client contact details to Office 365
AdviserLogic integration logo

AdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.

Office 365 integration logo

Office 365 Business is complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!

Zapier does not currently support addresses or Home 365 accounts, only business or Enterprise!

What Is Zapier?

Get Help