Builder Prime + CMS Max
Builder Prime + CMS Max
Builder Prime + CMS Max integrations
Create client records in Builder Prime from new form submissions in CMS Max
Automate your workflow by connecting CMS Max and Builder Prime. Every time there's a new form submission in CMS Max, this workflow creates a new client record in Builder Prime. This integration ensures seamless information transfer, saving you the hassle of managing data between the two platforms manually. Improve efficiency and keep your client data up-to-date with this streamlined process.
- When this happens...New Form SubmissionTriggers when a form is submitted.
- automatically do this!Create Client RecordCreates a new client record.
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More things you can do with CMS Max and Builder Prime
Discover other triggers and actions you can use with CMS Max and Builder Prime
- FormRequired
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
- New Order Submitted
Triggers when a new eCommerce order is submitted.
Try ItTriggerInstant
About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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