Builder Prime + Contractors Cloud

Builder Prime + Contractors Cloud integrations

Create new client records in Builder Prime for each new record in Contractors Cloud

Streamline your workflow by linking the Contractors Cloud app with the Builder Prime app. When a new record appears in Contractors Cloud, this automation creates a corresponding client record in Builder Prime. This streamlined process removes the need for manual data entry and saves you valuable time, allowing you to focus on more important tasks.

When this happens...
TriggerPolling
automatically do this!
Create Client RecordCreates a new client record.
ActionWrite

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More things you can do with Contractors Cloud and Builder Prime

Discover other triggers and actions you can use with Contractors Cloud and Builder Prime

- Lead Connection Id
  Required
- First Name
- Last Name
- Street address
- City
- State code
- Zip (postal code)
- Phone
- Email
- Site Type
- Lead Source Name
- Primary Rep Name
- Project Notes
Action
Write

- First Name
- Last Name
- Email Address
- Company Name
- Lead Status
  Required
- 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
Action
Write

About Builder Prime

Builder Prime is a CRM, estimating, scheduling, and production management app for contractors

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CRM (Customer Relationship Management)

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About Contractors Cloud

Contractors Cloud is a CRM and project management platform for roofers and specialty trade contractors to streamline projects and sales.