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AdviserLogic Fact Finder

Connect LeadGen Forms with AdviserLogic Fact Finder

Easily create LeadGen forms and connect your leads with AdviserLogic Fact Finder. Here is how the integration to AdviserLogic Fact Finder works:

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

Step 1: Create Your LeadGen App Account
Before creating your integration you need a LeadGen App account. You can start here with a free trial to set up your account.

Step 2: Create Your Form
In your LeadGen App account, head over to the form section and click on “Add New Form”. You can choose from a selection of more than 100 high-converting form templates or create your unique form from scratch.

Step 3: Integrate form with AdviserLogic Fact Finder

Go to Zapier.com and create a new zap. Choose LeadGen App as your trigger and AdviserLogic Fact Finder as your action tool. Setting up a zap is easy and just takes a few minutes. Zapier can be used free up to certain usage. Once turned on, your zap performs automatically and passes your leads to your connected apps.

Read our Integration guide here

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