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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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