Advisor Flow Integration
Overview
Important: This is a one-way integration only.
Advisor Flow → Zoho CRM
Changes made in Zoho CRM are not pushed back to Advisor Flow.
Setup Requirements
Before setting up the integration, the client must obtain the following from Advisor Flow:
- Client ID
- Client Secret
To obtain these credentials, users must email clientcare@advisorflow.ca and request their Advisor Flow API credentials (Client ID and Client Secret).
The user will also need:
- Advisor Flow Email
- Advisor Flow Password
Step 2: Configure Credentials
Open the Advisor Flow settings and enter:
- Advisor Flow Email
- Advisor Flow Password
- Client ID
- Client Secret
Important: If you do not have your Client ID and Client Secret, please email clientcare@advisorflow.ca to request them from Advisor Flow before proceeding.
Save the settings.
Example
Note: The values shown above are examples only. The Client ID and Client Secret are provided directly by Advisor Flow after contacting clientcare@advisorflow.ca.
Common Support Questions
Where do clients get the Client ID and Client Secret?
Clients must email clientcare@advisorflow.ca and request their Advisor Flow API credentials (Client ID and Client Secret).
Installation & Configuration
Step 1: Install the Extension
Install the Advisor Flow extension from the Zoho CRM Marketplace like any other CRM extension.
Step 2: Configure Credentials
Open the Advisor Flow settings and enter:
- Advisor Flow Email
- Advisor Flow Password
- Client ID
- Client Secret
Save the settings.
Using the Integration
Import Recent Clients
Import Recent Clients
This imports clients created in Advisor Flow within the last 7 days.
Re-Sync an Existing Contact by Email
Open a contact record in the CRM.
The integration will:
- Search for the contact in Advisor Flow based on its email.
- Update the contact's file.
Creating a contact manually and syncing their Advisor Flow data
- In the CRM, create a new contact record and enter their name and email address.
- Once the record is saved, click the "Update From Advisor Flow" button to pull in the rest of their data directly from their Advisor Flow account.
This lets you start with just the basics and fill in the full profile automatically, instead of entering everything by hand.
Contact Matching Logic
- Email Address
- Advisor Flow Contact ID
- Last Name + Date of Birth
If a match is found, the existing record is updated.
Spouse Records
If the Advisor Flow client record contains spouse information:
- A primary contact is created
- A separate spouse contact is created
If no spouse exists, only one contact is created.
Key Notes
✅ One-way sync only (Advisor Flow → Zoho CRM)
✅ Client ID and Client Secret must be requested directly from Advisor Flow
✅ Buttons are available in both:
- Contact List View
- Individual Contact View
✅ Existing contacts are updated whenever a match is found
❌ Zoho CRM updates do not sync back to Advisor Flow
Common Support Questions
Where do clients get the Client ID and Client Secret?
They must contact Advisor Flow directly and request API credentials.
Why is no client being found?
Verify that the email entered matches the primary email address stored in Advisor Flow.
Will this create duplicate contacts?
No. The integration attempts to match existing contacts before creating new records.
Do users need to reconnect regularly?
No. Once credentials are saved, the integration handles authentication automatically.