Builder Prime + PlanSo Forms for WordPress integrations
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.
- When this happens...New SubmissionTriggers when a form is submitted
- automatically do this!Create Client RecordCreates a new client record.
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More things you can do with PlanSo Forms for WordPress and Builder Prime
Discover other triggers and actions you can use with PlanSo Forms for WordPress and Builder Prime
- New Submission
Triggers when a form is submitted
Try ItTriggerInstant
- 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
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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