Builder Prime + Interact
Builder Prime + Interact
Builder Prime + Interact integrations
Create client records in Builder Prime for new leads in Interact
Effortlessly manage your new leads with this powerful workflow that connects Interact and Builder Prime. When a new lead is generated in Interact, this automation will instantly create a client record in Builder Prime, streamlining your lead management process. Keep your team organized and increase efficiency by maintaining up-to-date client information across both platforms.
- When this happens...New LeadTriggers when a new lead is collected from quiz.
- automatically do this!Create Client RecordCreates a new client record.
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More things you can do with Interact and Builder Prime
Discover other triggers and actions you can use with Interact and Builder Prime
- QuizRequired
Try ItTriggerInstant
- 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
About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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About Interact
Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier