1.Detect new card arrivals
Integrate BrokerEngine to capture new card submissions and trigger lead standardization across your central list.
Create lead records in central list from new entries
Automatically monitor new card events across BrokerEngine and Microsoft SharePoint to centralize lead data. Create and update standardized lead records when cards arrive, application references appear, or lead cards qualifyβso you can deduplicate entries, normalize fields, and link follow-up context without manual data entry.
How this automation creates clean lead records
When new cards land in your pipeline, duplicates and inconsistent fields can slow follow-up and waste discovery time. This automation watches BrokerEngine cards, normalizes values, deduplicates via central list lookups, and creates or updates lead itemsβso your team can act on accurate records quickly.
BrokerEngineor swap with your favorite app
2.Find matching lead item
Integrate Microsoft SharePoint, and reporting tools to find central list matches by applicant name and application reference.
Microsoft SharePointor swap with your favorite app
3.Normalize submission values
Integrate Formatter by Zapier, data transformation tools to format applicant names, phone, and date fields consistently.
Formatter by Zapieror swap with your favorite app
4.Gate qualifying lead stages
Integrate Filter by Zapier, lead stage rules to allow only cards in configured lead stages to proceed.
Filter by Zapieror swap with your favorite app
5.Create new lead item
Integrate Microsoft SharePoint to create a new central list item when no match is found and map lead fields.
6.Update existing lead item
Integrate Microsoft SharePoint and CRM record logic to update existing items, mark child records, and store parent links.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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