Builder Prime + Groundwork

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

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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
Trigger
Polling
Try It
- Survey
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
  Required
- Defer Survey
- Send Survey At
- Street Number 1
- Street Number 2
- City
- State
- Zip
Action
Write

- Survey
Trigger
Polling
Try It
- 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 Groundwork

Groundwork is a virtual sales tool for contractors so they can stop wasting time on bad leads.