AdvisorEngine CRM and Salesflare
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 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
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