Zapier allows you to connect AdvisorEngine's CRM with over 5,000+ web applications, enabling seamless automation across your tech stack—without writing a single line of code. These automated workflows, called Zaps, can be set up in minutes to eliminate repetitive tasks and help you focus on what matters most.
With the AdvisorEngine CRM integration on Zapier, you can use the following Triggers and Actions to build custom workflows.
- Triggers (Start a Zap when these events occur in AdvisorEngine CRM):
- Household Created: Starts the Zap when you add a new household.
- Prospect Created: Starts the Zap when you add a new prospect.
- Actions (Automate tasks inside AdvisorEngine CRM):
- Create Household: Automatically adds a new household to the CRM.
- Create Prospect: Automatically adds a new prospect to the CRM.
- Update Prospect: Automatically updates an existing prospect’s details.
The Zapier integration and all connections are controlled within Zapier. See AdvisorEngine Integration in the Zapier help center for further details.
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