AdvisorEngine CRM and Salesflare

CRM (Customer Relationship Management) crmsupport.advisorengine.com ↗

How to connect AdvisorEngine CRM

Via Zapier — 16 operations available. Set it up ↗

What you can automate

When opportunity Created in AdvisorEngine CRM, create opportunity in Salesflare.
When opportunity Status Updated in AdvisorEngine CRM, create opportunity in Salesflare.
When new Opportunity in Salesflare, create Opportunity in AdvisorEngine CRM.

About AdvisorEngine CRM

AdvisorEngine CRM is a platform for financial advisors- automating workflows,dashboards and practice tools so you can focus more on clients and less on admin.

AdvisorEngine CRM operations on Zapier

Triggers (4)

Start a workflow when this happens

Household Created — Triggers when a new household is created.
Opportunity Created — Triggers when a new opportunity is created.
Opportunity Status Updated — Triggers when an existing opportunity's status is updated.
Prospect Created — Triggers when a new prospect is created.

Actions (8)

Things Salesflare can make it do

Create Household — Creates a new household.
Create Opportunity — Creates a new opportunity linked to a specified household.
Create Prospect — Creates a new prospect.
Find or Create Household — Finds a household, or creates one if none is found
Find or Create Prospect — Finds a prospect, or creates one if none is found

Show 3 more actions

Update Client Contact Details — Keep your client records synchronized. Use this action to update the primary address, phone number, email, and contact metadata for an individual client.
Update Household Contact Information — Keep your household contact information synchronized. Use this action to update the primary email, phone number, and address.
Update Opportunity — Updates an existing opportunity for a household. Only provided fields will be updated.

Searches (4)

Look up existing records

Find Client — Searches for existing clients and returns their details if found.
Find Household — Finds a household
Find Opportunity — Searches for existing opportunities and returns their details if found.
Find Prospect — Searches a prospect