🧩 Step-by-Step Fix
Go to your AdvisorEngine user profile page:
👉 https://crm-t.advisorengine.com/Users/UserProfile/UpdateMyUserProfileScroll down to the Contact Information section.
Under Alternate Email, enter your primary work email address (the same email you use to log in to Zeplyn).
Click Save to update your profile.
Return to Zeplyn and try syncing your note to AdvisorEngine again.
✅ Why This Works
Zeplyn matches users in AdvisorEngine based on their email address. If your Alternate Email field is blank or does not match your Zeplyn login email, the sync cannot be completed successfully. Updating this field ensures your notes and tasks can sync properly.
💡 Still Having Trouble?
If you’re still 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.
If you’ve updated your email and your integration is reconnected but you are still experience issues syncing to AdvisorEngine, please reach out to support@zeplyn.ai with the following details:
The note you attempted to sync
The client household name
The time of your last sync attempt
Our team will review and help you get back up and running quickly.
For additional questions, please reach out to support@zeplyn.ai.