Builder Prime + CallTrackingMetrics
Builder Prime + CallTrackingMetrics
Builder Prime + CallTrackingMetrics integrations
Create new client records in Builder Prime for each new call on CallTrackingMetrics
Whenever a new call is logged in CallTrackingMetrics, this workflow instantly creates a client record in Builder Prime. This process ensures no potential client information slips through the cracks and eliminates the need for any manual data transfer. It's an automatic way to keep your client information updated and organized, thereby helping your business stay responsive and efficient.
- When this happens...New CallTriggers when you receive a new call.
- automatically do this!Create Client RecordCreates a new client record.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with CallTrackingMetrics and Builder Prime
Discover other triggers and actions you can use with CallTrackingMetrics and Builder Prime
- New Call
Triggers when you receive a new call.
Try ItTriggerInstant
- 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
About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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About CallTrackingMetrics
CallTrackingMetrics is the only digital platform that uses call tracking intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center.
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