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Referral Factory logoReferral Factory logo
Builder Prime logoBuilder Prime logo
Referral Factory logoReferral Factory logo

Builder Prime + Referral Factory

Builder Prime + Referral Factory

Builder Prime + Referral Factory integrations

Create new Builder Prime client records for new Referral Factory users

Streamline your client onboarding process with our efficient workflow. When a new user joins via Referral Factory, an associated client record is instantly established in Builder Prime. This not only saves time but also ensures accuracy and consistency in your client management routine. A great solution for businesses seeking to optimize their user-to-client conversion process.

  1. When this happens...
    New User
    New User
    New UserTriggers when a new user has been referred to your campaign. This is often called a new referred lead.
    TriggerInstant
  2. automatically do this!
    Create Client Record
    Create Client Record
    Create Client RecordCreates a new client record.
    ActionWrite
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More things you can do with Referral Factory and Builder Prime

Discover other triggers and actions you can use with Referral Factory and Builder Prime

    • Campaign
      Required
    • Which users should we send?
      Required
    Trigger
    Instant
    Try It
    • Campaign
      Required
    • First Name
      Required
    • Email
      Required
    • Send Notification
    Action
    Write
    • Coupon
      Required
    Action
    Write
    • First Name
    • Last Name
    • Email Address
    • Company Name
    • Lead Status
      Required
    • 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
    Action
    Write
    • Reward
    Trigger
    Instant
    Try It
    • User Code
      Required
    Action
    Write
    • Campaign
      Required
    • User Email
      Required
    Action
    Write
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About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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CRM (Customer Relationship Management)
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referral-factory logo
referral-factory logo
About Referral Factory
The Easy Way To Build A Referral Program
HelpHelp
Related categories
Marketing Automation
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