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Update HubSpot contact, and add MailerLite subscriber when client is created or modified in Morningstar AdviserLogic

Update client information across platforms with Morningstar AdviserLogic, HubSpot, and MailerLite. Ensure consistent records by syncing new or modified client data, leading to improved accuracy and better client engagement.

Update HubSpot contact, and add MailerLite subscriber when client is created or modified in Morningstar AdviserLogic

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Overview

Update client information across platforms with Morningstar AdviserLogic, HubSpot, and MailerLite. Ensure consistent records by syncing new or modified client data, leading to improved accuracy and better client engagement.

Update HubSpot contact, and add MailerLite subscriber when client is created or modified in Morningstar AdviserLogic