How to Integrate AdvisorEngine with Zeplyn 

🔧 Setting Up the Integration

1. Log out of AdvisorEngine if you are already logged in.

2. Go to User Menu (bottom left)→ Settings → Integrations.

3. Under Available Integrations, find AdvisorEngine.

4. Click Connect and sign in using your AdvisorEngine credentials.

Note: Please contact your Zeplyn admin if you do not see AdvisorEngine listed.

📝 Syncing Notes to AdvisorEngine

Once your integration is connected:

1. Navigate to the Notes section in Zeplyn.

2. Select the note you’d like to sync.

3. Click Sync to CRM.*

4. From the dropdown, choose the Household you want to sync the note to.

5. Toggle the attributes you’d like to sync, then confirm.

Important: Once a note is synced to AdvisorEngine, it cannot be edited inside Zeplyn.
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*If you’re seeing sync errors, your AdvisorEngine integration may have expired. Simply reconnect your integration in Zeplyn. AdvisorEngine requires reauthorization every 30 days to maintain a secure connection.

📍 Where to Find Synced Data in AdvisorEngine

• Notes

  • A new Workflow is created under the client’s Household.

  • The Workflow contains the meeting content (title, notes, summary).

  • It is automatically categorized under the Meetings Action Category and tagged as a Note Action Type.

• Tasks

  • Any Action Items from the note are consolidated into a single Follow-up Task.

  • This task includes:

    • A description of all tasks from the note

    • Due dates

    • Assignee information

  • The consolidated task is linked to the parent Workflow for context.

  Important: If you would like your tasks to sync as individual tasks please reach out to support@zeplyn.ai and we will enable this setting for you.

🔄 What Zeplyn Retrieves from AdvisorEngine

• Households → Retrieved as CRM Accounts

• Action Categories, Action Types, and Action Templates → Retrieved from AdvisorEngine configuration for proper classification of synced notes and tasks

  For additional questions, please reach out to support@zeplyn.ai.