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Morningstar AdviserLogic + Pipedrive

Morningstar AdviserLogic + Pipedrive

Morningstar AdviserLogic + Pipedrive integrations

Add new AdviserLogic clients to Pipedrive

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.

  1. When this happens...
    New or Updated Client
    New or Updated Client
    New or Updated ClientTriggers when a client is created or updated.
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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More things you can do with Morningstar AdviserLogic and Pipedrive

Discover other triggers and actions you can use with Morningstar AdviserLogic and Pipedrive

  • Morningstar AdviserLogic triggers, actions, and search
    New or Updated Client

    Triggers when a client is created or updated.

    Trigger
    Polling
    Try It
    • External ID
    • Subject
    • Description
    • StartDate
    • EndDate
    • Attendees
    • Location
    • Invitee Response
    • Invitee Type
    • Event Importance
    • Event Visibility
    • Event Status
    • Event Organizer
    • IsAllday
    • Recurrence-DaysOfWeek
    • Recurrence-FirstDayOfWeek
    • Recurrence-Interval
    • Recurrence-Type
    • Recurrence-DayOfMonth
    • Recurrence-Index
    • Recurrence-Month
    • Recurrence-NumberOfOccurences
    • Recurrence-TimeZone
    • Recurrence-StartDate
    • Recurrence-EndDate
    • Recurrence-RangeType
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Date of Birth
      Required
    • Gender
      Required
    • External ID
      Required
    • Client ID
    • Full Name
    • Occupation
    • Client Start Date
    • Job Title
    • Notes
    • Phone (Home)
    • Phone (Mobile)
    • Phone (Work)
    • Fax
    • Email (Home)
    • Email (Work)
    • Address (Line 1)
    • Address (Line 2)
    • Address (Suburb)
    • Address (PostCode)
    • Address (Country)
    • Address (State)
    • Facebook
    • Skype
    • LinkedIn
    • Twitter
    • Source
    Action
    Write
    • Activity filter
      Required
    Trigger
    Polling
    Try It
  • Morningstar AdviserLogic triggers, actions, and search
    New Diary Event

    Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.

    Trigger
    Polling
    Try It
    • External ID
    • Subject
    • Description
    • StartDate
    • EndDate
    • Attendees
    • Location
    • Invitee Response
    • Invitee Type
    • Event Visibility
    • Event Status
    • Event Organizer
    Action
    Write
    • External ID
      Required
    • Entity ID
      Required
    • Source
      Required
    • Record ID
    • Parent ID
    • Company Name
    • TFN
    • Acn
    • Abn
    • Notes
    • Corporate Trustee
    • Entity Type
      Required
    • Member ID
    • Trustee Name
    • Trustee
    • Director
    • Share Percentage
    Action
    Write
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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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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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