Call Loop

Call Loop + AdviserLogic Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Call Loop and AdviserLogic, with as many as 9 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Call Loop + AdviserLogic and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New or Updated Client

Triggers when a client is created or updated.

Send SMS Message

Send a dynamic SMS text message to a contact.

New or Updated Entity

Triggers when a company/trust is created or updated.

Add Contact to Group

Adds a contact to a Call Loop group.

New Diary Event

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

Send Trigger Message (SMS, Voice Broadcast, Ringless Voicemail)

Send an SMS text, voice broadcast, or ringless voicemail message to a contact. NOTE: You must first create a trigger in your group to select it from the list.

Create or Update Entity

Updates the existing entity, otherwise creates a new entity.

Create or Update Client

Creates a new client, or updates to existing by Client ID or External ID.

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Call Loop lets you automatically send customized & personalized voice and sms text messages to your contacts.

AdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.

See AdviserLogic Integrations