Create new Builder Prime client records from parsed emails in Mailparser
Save time and stay organized with this efficient workflow. When a new email is parsed in Mailparser, a client record is instantly created in Builder Prime. This means you no longer have to manually transfer details from your emails to your client database. Simplify your work process and ensure every client detail is accurately recorded for future reference.
Save time and stay organized with this efficient workflow. When a new email is parsed in Mailparser, a client record is instantly created in Builder Prime. This means you no longer have to manually transfer details from your emails to your client database. Simplify your work process and ensure every client detail is accurately recorded for future reference.
- When this happens...New Email Parsed
Triggers when a new email is parsed in an inbox.
- automatically do this!Create Client Record
Creates a new client record.
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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