1.Detect updated checklist items
Integrate Microsoft SharePoint and document metadata tools to watch for updated checklist items to route parsed item fields.
Create client contact from updated access checklist entries
Automatically monitor updated checklist items across Microsoft SharePoint and parse name and contact details across your CRM stack. Create new CRM contacts when checklist items are updated, email fields change, or address fields are editedβso you can create contacts, set categories, and remove manual data entry.
How this automation creates advisor-ready contacts
When updated checklist items sit unprocessed, advisors miss ready-to-use client records and data accuracy slips. This automation monitors checklist updates, splits fields, and creates contacts in Redtail CRMβso your team can respond faster with cleaner records.
Microsoft SharePointor swap with your favorite app
2.Split item name into first and last
Integrate Formatter by Zapier and data formatting tools to text split the title or name field to extract first and last names.
Formatter by Zapieror swap with your favorite app
3.Create contact in Redtail CRM
Integrate Redtail CRM and CRM data mapping to create a contact by mapping parsed fields to contact address and email.
Redtail CRMor swap with your favorite app
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