123FormBuilder + Builder Prime
Create new Builder Prime client records from 123FormBuilder form submissions
Effortlessly streamline your client onboarding process with this 123FormBuilder and Builder Prime automation. When a new form is submitted through 123FormBuilder, a client record will be created in Builder Prime, saving you time and ensuring your client information stays accurate and up-to-date. Make your workflow more efficient and keep your focus on delivering excellent client service.
Effortlessly streamline your client onboarding process with this 123FormBuilder and Builder Prime automation. When a new form is submitted through 123FormBuilder, a client record will be created in Builder Prime, saving you time and ensuring your client information stays accurate and up-to-date. Make your workflow more efficient and keep your focus on delivering excellent client service.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Client Record
Creates a new client record.
- Free forever for core features
- 14 day trial for premium features & apps
New Form
Triggers when a new form is added to your account.
Try ItFirst Name
Last Name
Email Address
Company Name
Lead StatusRequired
Lead Source
Interested In
Class
Mobile Phone
Home Phone
Work Phone
Address Line 1
Address Line 2
City
State
Zip / Postal Code
Best Time to Contact
Preferred Contact Method
External System Identifier
Building Type
Notes
FormRequired
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