Builder Prime + mySalesman
Builder Prime + mySalesman
Builder Prime + mySalesman integrations
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.
- When this happens...New Budget Quote CreatedTriggers when new budget quotes are created.
- automatically do this!Create Client RecordCreates a new client record.
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More things you can do with mySalesman and Builder Prime
Discover other triggers and actions you can use with mySalesman and Builder Prime
- Start DateRequired
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
About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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