🔧 Setting Up the Integration
Log out of AdvisorEngine if you are already logged in.
Go to User Menu (bottom left)→ Settings → Integrations.
Under Available Integrations, find AdvisorEngine.
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:
Navigate to the Notes section in Zeplyn.
Select the note you’d like to sync.
Click Sync to CRM.*
From the dropdown, choose the Household you want to sync the note to.
Toggle the attributes you’d like to sync, then confirm.
Important: Once a note is synced to AdvisorEngine, it cannot be edited inside Zeplyn.
*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.