IntegrationsAdrolladviserlogic
Adroll + adviserlogic

Connect Adroll and adviserlogic to Build Intelligent Automations

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adviserlogic

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Frequently Asked Questions

How do I start an integration between Adroll and adviserlogic?

To start, connect both your Adroll and adviserlogic accounts to viaSocket. Once connected, you can set up a workflow where an event in Adroll triggers actions in adviserlogic (or vice versa).

Can we customize how data from Adroll is recorded in adviserlogic?

Absolutely. You can customize how Adroll data is recorded in adviserlogic. This includes choosing which data fields go into which fields of adviserlogic, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Adroll and adviserlogic?

The data sync between Adroll and adviserlogic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Adroll to adviserlogic?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Adroll and adviserlogic?

Yes, you can set conditional logic to control the flow of data between Adroll and adviserlogic. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Adroll

About Adroll

AdRoll is a comprehensive marketing platform that helps businesses of all sizes to grow their online presence through targeted advertising and personalized marketing campaigns. It offers tools for retargeting, prospecting, and email marketing, enabling users to reach their audience across various channels and devices.

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adviserlogic

About adviserlogic

Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.

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