Leadpages + AdviserLogic Fact Finder

Add dependants details in AdviserLogic Fact Finder for new form submissions in Leadpages

Streamline your lead management process with this efficient workflow between Leadpages and AdviserLogic Fact Finder. When a new form submission occurs on Leadpages, the dependents' details are instantly added to AdviserLogic Fact Finder, keeping your records up-to-date and organized. Save time and improve accuracy by automating crucial lead information transfer between these two powerful platforms.

Streamline your lead management process with this efficient workflow between Leadpages and AdviserLogic Fact Finder. When a new form submission occurs on Leadpages, the dependents' details are instantly added to AdviserLogic Fact Finder, keeping your records up-to-date and organized. Save time and improve accuracy by automating crucial lead information transfer between these two powerful platforms.

  1. When this happens...
    LeadpagesLeadpages
    New Form Submission

    Triggers when a visitor submits a form on a page.

    TriggerInstant
  2. automatically do this!
    AdviserLogic Fact FinderAdviserLogic Fact Finder
    Add Dependants Details

    To add Dependants under client

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
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    • adlClientIDRequired

    Trigger
    Scheduled
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    • adlClientID

    Trigger
    Scheduled
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    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
    • adlClientIDRequired

    Trigger
    Scheduled
    Try It
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leadpages logo

About Leadpages

Leadpages lets you build beautiful, high-converting landing pages, sign-up forms, and other conversion assets.
Learn moreHelp

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  • Forms & Surveys

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morningstar-adl-client-onboardin logo
morningstar-adl-client-onboardin logo

About AdviserLogic Fact Finder

Fact Finder is an application to either fetch, create, or update Fact Finder data as per current AdviserLogic schema
Help

Related categories

  • CRM (Customer Relationship Management)

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