Loading

Morningstar AdviserLogic + Keap Max Classic Integrations

How to connect Morningstar AdviserLogic + Keap Max Classic

Zapier lets you send info between Morningstar AdviserLogic and Keap Max Classic automatically—no code required.

When this happens...
Keap Max ClassicKeap Max Classic
Cancelled Subscription

Triggers when a contact unsubscribes from plan.

automatically do this!
Morningstar AdviserLogicMorningstar AdviserLogic
Add/Update AdviserLogic Diary Event From Microsoft Google Calendar

Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.

Supported triggers and actions

What does this mean?

How Morningstar AdviserLogic + Keap Max Classic Integrations Work

  1. Step 1: Authenticate Morningstar AdviserLogic + Keap Max Classic.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
adviserlogic logo
adviserlogic logo
adviserlogic logo

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

CRM (Customer Relationship Management)
keap-max-classic logo
keap-max-classic logo
keap-max-classic logo

About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Learn More

Related categories

Similar Apps

HubSpot integrations

HubSpot

Marketing Automation
Interakt integrations

Interakt

Marketing Automation
Inbound Now integrations

Inbound Now

Marketing Automation, WordPress

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’s
Terms of Service