Builder Prime + CallTrackingMetrics
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.
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 Call
Triggers when you receive a new call.
- automatically do this!Create Client Record
Creates a new client record.
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New Call
Triggers when you receive a new call.
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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
