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Builder Prime + Google Sheets + Filter by Zapier

Create Builder Prime leads from new or updated Google Sheets rows

Use a Google Sheet to add new leads into Builder Prime. This is handy if you're collecting lead data out in the field, or perhaps don't have internet access and want to use Google Sheets in offline mode. Once there is a data connection, all the new leads will get added to Builder Prime. We recommend using the filter step that requires a specific column to be filled in for a row before running. This prevents partial data from being sent over to Builder Prime from your Google Sheet.

Use a Google Sheet to add new leads into Builder Prime. This is handy if you're collecting lead data out in the field, or perhaps don't have internet access and want to use Google Sheets in offline mode. Once there is a data connection, all the new leads will get added to Builder Prime. We recommend using the filter step that requires a specific column to be filled in for a row before running. This prevents partial data from being sent over to Builder Prime from your Google Sheet.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggered when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    Builder PrimeBuilder Prime
    Create Client Record

    Creates a new client record.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
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builder-prime logo

About Builder Prime

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

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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