Create Builder Prime client records from new Gmail emails matching search criteria
Simplify the process of adding new clients to your Builder Prime records with this efficient workflow. Whenever a new email that matches your search criteria lands in your Gmail, it immediately generates a fresh client record in Builder Prime. Experience smooth data transfer, saves time and focuses more on other key aspects of your business.
Simplify the process of adding new clients to your Builder Prime records with this efficient workflow. Whenever a new email that matches your search criteria lands in your Gmail, it immediately generates a fresh client record in Builder Prime. Experience smooth data transfer, saves time and focuses more on other key aspects of your business.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Create Client Record
Creates a new client record.
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