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Create and sync client contact from board update

Create and sync client contact from board update

Your client board rows marked for contact creation often contain inconsistent PII, delaying outreach and review scheduling. Syncing contacts and review dates keeps advisors prepared the same day.

Create and sync client contact from board update

Overview

Board updates flagged for contact creation often leave advisors without consistent contact data, slowing outreach and review preparation. This workflow formats PII, deduplicates by phone/email/birthday, and creates or updates the contact and table record so advisors are compliance-ready the same day.

Create and sync client contact from board update