Builder Prime + mySalesman
Create Builder Prime client records when new mySalesman budget quotes are created
Looking for a more efficient way to respond to new budget quotes? With this Zap in place, when a new budget quote is generated in the mySalesman platform, a corresponding client record is added in Builder Prime automatically.
Looking for a more efficient way to respond to new budget quotes? With this Zap in place, when a new budget quote is generated in the mySalesman platform, a corresponding client record is added in Builder Prime automatically.
- When this happens...New Budget Quote Created
Triggers when new budget quotes are created.
- 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
