AdviserLogic Integrations

Need an easy way to get your Google Contacts updates into AdviserLogic? Instead of copying the new contact details and updating them manually in two apps, this Google Contacts-AdviserLogic integration makes it easy to automatically update contacts everywhere. Just set up this Zapier integration, and whenever you update a contact in Google Contacts, Zapier will update that contact in AdviserLogic.

Note: This integration will move any updated contacts from Google Contacts once you turn it on. Old contacts are not supported.

How It Works

1. Update a contact in Google Contacts
2. Zapier updates that contact in AdviserLogic

What You Need

• AdviserLogic Account
• Google Account

Do you use MailChimp for your email marketing and want to import AdviserClients into it? After you set this integration up, Zapier will automatically add newly created AdviserLogic client's contact details to your MailChimp list. Never worry about manual entry again!

How this AdviserLogic-MailChimp integration works

1. Add new client to AdviserLogic
2. Zapier automatically adds them to MailChimp

What You Need

• AdviserLogic account
• A MailChimp account with at least one list

Set up this AdviserLogic-Pipedrive integration and we'll handle that connection for you. Whenever you add a new AdviserLogic client, a matching person will be created on Pipedrive, saving you the hassle of ever exporting them again.

How this AdviserLogic-Pipedrive integration Works

1. A new client is added to AdviserLogic
2. Zapier automation creates a new person on Pipedrive

What You Need

• AdviserLogic account
• Pipedrive account

Rather than dealing with importing clients and contacts, use Zapier to do that admin work for you. Once you set up this Zapier integration, whenever you add a new client in Google Sheets row, Zapier will add the contact to AdviserLogic clients for easy inetgration.

How this Google Sheets-AdviserLogic integration works

1. A new spreadsheet row is added on Google Sheets
2. Zapier creates a contact in AdviserLogic

What You Need

• Google Account
• AdviserLogic Account

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.

How it Works

1. A new contact is created on Google Contacts
2. Zapier creates a contact in AdviserLogic

What You Need

• Google Contacts
• AdviserLogic

Want to make your life a bit easier? Use Zapier to do the admin work of copying entities for you. Once you set up this AdviserLogic-Google Sheets integration, whenever you add a new entity, it'll automatically be added in Google Sheets.

How this AdviserLogic-Google Sheets integration Works

1. A new entity is added to AdviserLogic
2. Zapier automatically creates a row in Google Sheets

What You Need

• AdviserLogic
• Google Sheets

Instead of wasting time manually transferring entities from a spreadsheet, use this Zapier automation. Once set up, whenever you update or add a new row to a Google Sheets spreadsheet, Zapier will automatically create or update an entity in AdviserLogic automatically.

How it Works

1. A row is created or updated on Google Sheets
2. Zapier creates or updates an entity in AdviserLogic

What You Need

• Google Sheets
• AdviserLogic

Rather than dealing with importing clients and contacts manually, use Zapier to do that admin work for you. Once you set up this Zapier integration, whenever you add a new client or update an existing client in AdviserLogic, Zapier will add the contact to Google Contacts so you'll have a backup and can contact them easily.

How this AdviserLogic-Google Contacts integration works

1. A new client contact is created or existing client is updated on AdviserLogic
2. Zapier creates a contact in Google Contact

Apps involved

• AdviserLogic
• Google Contacts