Builder Prime + PlanSo Forms for WordPress
Create new Builder Prime client records from new PlanSo Forms for WordPress submissions
Streamline your workflow with this convenience-enhancer. When a new form submission comes through PlanSo Forms for WordPress, a reciprocal client record is swiftly created in Builder Prime. This smooth process eliminates the need for double data entry, allowing you to focus more on growing your business. Experience this time-saving and efficient workflow today.
Streamline your workflow with this convenience-enhancer. When a new form submission comes through PlanSo Forms for WordPress, a reciprocal client record is swiftly created in Builder Prime. This smooth process eliminates the need for double data entry, allowing you to focus more on growing your business. Experience this time-saving and efficient workflow today.
- When this happens...New Submission
Triggers when a form is submitted
- automatically do this!Create Client Record
Creates a new client record.
- Free forever for core features
- 14 day trial for premium features & apps
New Submission
Triggers when a form is submitted
Try It
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
