Morningstar AdviserLogic + Google Contacts
Morningstar AdviserLogic + Google Contacts
Update AdviserLogic client contacts from updated Google Contacts
Need an easy way to get your Google Contacts updates into AdviserLogic? Instead of copying the new contact details and updating them manually in two apps, this Google Contacts-AdviserLogic integration makes it easy to automatically update contacts everywhere. Just set up this Zapier integration, and whenever you update a contact in Google Contacts, Zapier will update that contact in AdviserLogic.
Note: This integration will move any updated contacts from Google Contacts once you turn it on. Old contacts are not supported.
How It Works
- Update a contact in Google Contacts
- Zapier updates that contact in AdviserLogic
What You Need
- AdviserLogic Account
- Google Account
- When this happens...New or Updated ContactTriggers when a contact is created or updated.
- automatically do this!Create or Update ClientCreates a new client, or updates to existing by Client ID or External ID.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Google Contacts and Morningstar AdviserLogic
Discover other triggers and actions you can use with Google Contacts and Morningstar AdviserLogic
- New or Updated Contact
Triggers when a contact is created or updated.
Try ItTriggerPolling - New Contact
Triggers when a contact is created.
Try ItTriggerPolling - Create Contact
Creates a new contact.
ActionWrite - NameRequired
ActionWrite
- New Group
Triggers when a group is created.
Try ItTriggerPolling - ContactRequired
- GroupRequired
ActionWrite- ContactRequired
- Phone Number
- Additional Phone Numbers
ActionWrite- Contact
- PhotoRequired
ActionWrite
