---
title: How to Integrate AdvisorEngine with Zeplyn 
description: Zeplyn integrates directly with AdvisorEngine so you can sync meeting notes and tasks seamlessly into your CRM.
---

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# How to Integrate AdvisorEngine with Zeplyn

## Zeplyn integrates directly with AdvisorEngine so you can sync meeting notes and tasks seamlessly into your CRM.

🔧 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.*

[![](https://kb.zeplyn.ai/hubfs/Knowledge%20Base%20Import/e276e028-f33e-4dc3-ad6f-2915daae888d.png)](https://downloads.intercomcdn.com/i/o/ykx8muwz/1694871489/953d7e994e02e75ad323f12f7e60/e276e028-f33e-4dc3-ad6f-2915daae888d?expires=1767416400&signature=15a1825915ba269af628f0adfef1df13d0e7bd49ebef420e0bc99feb775e4bb2&req=dSYuEsF5nIVXUPMW1HO4zSjy%2FVu5cxvudSNs13K5dnrpq3b2W0obO77htLJ9%0ANR%2B4zng9PpQRU0UlRcE%3D%0A)

### 📝 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.*  
​

[![](https://kb.zeplyn.ai/hubfs/Knowledge%20Base%20Import/bd9f1757-a149-43ff-93dd-29e1e5e59786.png)](https://downloads.intercomcdn.com/i/o/ykx8muwz/1694879923/7b7a1a16ec0fdba7c626c13e6dbc/bd9f1757-a149-43ff-93dd-29e1e5e59786?expires=1767416400&signature=b32a81b8d8943444aa454ddfea2a72d7fbcf5dded8540886507c5d03ebc4e92a&req=dSYuEsF5lIhdWvMW1HO4zWcdmxQBliIwvYD6t5CVqLaQups6anM6qly%2Bw%2FbU%0AJx%2BtSTihnuO2r29BftE%3D%0A)

*\*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](mailto:support@zeplyn.ai) and we will enable this setting for you.*

[![](https://kb.zeplyn.ai/hubfs/Knowledge%20Base%20Import/image-Jan-03-2026-04-32-10-9323-AM.png)](https://downloads.intercomcdn.com/i/o/ykx8muwz/1694888323/38fb210e6202b6cd563e509e31dd/image.png?expires=1767416400&signature=b10cf8a053d0a438deb6588acfe2ece5db153fd22a2c97d7ee8054b239acfb8f&req=dSYuEsF2lYJdWvMW1HO4zYFW7oVpg1XW15V1GKNCTFVHPbDdu7w%2F8jOjNczf%0A%2B03tix1g1v89qPsBo2E%3D%0A)[![](https://kb.zeplyn.ai/hubfs/Knowledge%20Base%20Import/image-Jan-03-2026-04-32-15-5909-AM.png)](https://downloads.intercomcdn.com/i/o/ykx8muwz/1694886739/1ea7fd61927108dfd92bb109cecd/image.png?expires=1767416400&signature=f5c1e08378e436a6946a55fcd30b79b150b24246eb17b9369277890fbba0e63b&req=dSYuEsF2m4ZcUPMW1HO4zYp4q7H%2Fl6DFLLx7lS2wiQTmrzDXU35ggmfDT1tP%0AYX0vO31TcmY%2FCrWz1XA%3D%0A)

### 🔄 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](mailto:support@zeplyn.ai).*

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