Morningstar AdviserLogic + Kommo
Update Morningstar AdviserLogic clients when Kommo contacts are modified
Keep your client information up to date and organized with this automation. When you update a contact in Kommo, this workflow will create or update the client information in Morningstar AdviserLogic app. Stay on top of your client management tasks without manually transferring data between the two platforms.
Keep your client information up to date and organized with this automation. When you update a contact in Kommo, this workflow will create or update the client information in Morningstar AdviserLogic app. Stay on top of your client management tasks without manually transferring data between the two platforms.
- When this happens...Contact Updated
Triggers when contact is 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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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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
