Builder Prime + Networx
Create client records in Builder Prime for new leads in Networx
The moment a new lead comes in on your Networx system, this workflow instantly creates a client record in Builder Prime. This allows you to keep track of prospects effortlessly, boosting productivity and ensuring you don't miss out on potential clients. It's a practical automation for any business wanting to maximize their lead conversions in an efficient and streamlined manner.
The moment a new lead comes in on your Networx system, this workflow instantly creates a client record in Builder Prime. This allows you to keep track of prospects effortlessly, boosting productivity and ensuring you don't miss out on potential clients. It's a practical automation for any business wanting to maximize their lead conversions in an efficient and streamlined manner.
- When this happens...New Lead
Triggers when a new lead is received.
- automatically do this!Create Client Record
Creates a new client record.
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New Lead
Triggers when a new lead is received.
Try ItFirst 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
Lead IDRequired
Client IDRequired
Is SuccessRequired
Webhook ResponseRequired
