Setting up your Zapier Integration

The Zapier integration allows users the ability to connect their Zapier Account to AdvisorStream and enable a set of data-sharing features. These planned features include a Contact Sync.

In this article, you will learn how to connect your Zapier account within AdvisorStream to sync your contacts.

Step 1: Click on your name in the top right corner and click Account & Settings
Recommendation: Before beginning the process, make sure you have your login credentials ready for both your AdvisorStream and Zapier. 

Step 2: From the left-hand menu click on Integrations

Step 3: You will see two options, one to generate an authentication key to use with Zapier and a second option to navigate you to Zapier's login.
- First, generate the authentication key, and copy it.
- Then, click on the Zapier Invitation link, which will take you to the Zapier login page

Step 4: Use the authentication key to connect your Zapier and AdvisorStream accounts together.
Recommendation: Once connected, test the integration with a simple Zap to confirm everything is functioning correctly. Refer to any Zapier guidelines or troubleshooting tips if needed.

Step 5: Once your connected with Zapier in your AdvisorStream account you can then move contacts by creating zaps.

Zap events to select:

1. Client First Name
2. Client Last Name
3. Client Email Address

AdvisorStream will pull contacts from your Zapier account automatically.

* You may need to re-login to your account to trigger the sync from Zapier.

Related Articles:

• How To Add Contacts