123FormBuilder + Builder Prime integrations
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.
- When this happens...New FormTriggers when a new form is added to your account.
- automatically do this!Create Client RecordCreates a new client record.
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More things you can do with 123FormBuilder and Builder Prime
Discover other triggers and actions you can use with 123FormBuilder and Builder Prime
- New Form
Triggers when a new form is added to your account.
Try ItTriggerPolling - First 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
ActionWrite
- FormRequired
Try ItTriggerPolling
123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
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Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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