NIC + Milemarker Integration

NIC + Milemarker Integration | Own Your Data

Connect NIC Platform and Milemarker to Enhance Prospect Engagement and Data Automation

Set Up Your First Integration

Connect NIC Platform, the prospect engagement solution built for financial advisors, with Milemarker to automate lead management, synchronize prospect data, and streamline workflows from initial outreach to client conversion.

Milemarker integrates with NIC to capture prospect interactions and form submissions—routing engagement data, meeting outcomes, and pipeline updates directly into your CRM, client onboarding systems, or service workflows.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A prospect books or completes a meeting via NIC
A lead engages with an email, quiz, or diagnostic tool
A form or questionnaire is submitted through the NIC interface

Add Your Action

An Action is what Milemarker does in response—like:

Syncing prospect data to your CRM or pipeline management tool
Triggering follow-up workflows for advisors or client success teams
Notifying your marketing or operations team when a lead progresses or qualifies

You're Connected!

Once connected, Milemarker ensures all activity in NIC is reflected in your broader operational systems—providing real-time insights, eliminating manual handoffs, and accelerating the path from prospect to client.

⚙️ Supported Data and Workflow Channels via NIC

-Meeting Bookings & Outcomes
- Prospect Form Submissions

- Quiz & Engagement Data
- Lead Qualification Status

Why Choose Milemarker?

Frictionless Lead Management

Turn engagement into action without manual data entry

Real-Time Automation

Keep advisors and marketing in sync with the latest prospect updates

No-Code Deployment

Configure and launch workflows fast—no developers needed

Accelerate Prospect Conversion with NIC + Milemarker

If your firm uses NIC to attract and engage prospects, Milemarker ensures every interaction drives your business forward—automating follow-ups, syncing data, and helping you convert faster with less operational overhead.

Let’s connect NIC Platform and Milemarker today.