Builder Prime + Groundwork integrations
Create client records in Builder Prime for new kickoff forms submitted in Groundwork
Start a streamlined process with every new project commencement form submitted in Groundwork. This workflow instantly generates a client record in Builder Prime, saving time and ensuring no information is lost or delayed in transfer. Enjoy a more neat and productive way to manage your client data as you initiate new projects.
- When this happens...New Kickoff Form SubmittedTriggers when a lead kickoff form is completed.
- automatically do this!Create Client RecordCreates a new client record.
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More things you can do with Groundwork and Builder Prime
Discover other triggers and actions you can use with Groundwork and Builder Prime
- Survey
Try ItTriggerPolling- SurveyRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- PhoneRequired
- Defer Survey
- Send Survey At
- Street Number 1
- Street Number 2
- City
- State
- Zip
ActionWrite
- Survey
Try ItTriggerPolling- 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
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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