Create new Builder Prime client records for each new Second Street subscriber
When a new subscriber joins via Second Street, streamline your workflow by instantly creating a client record in Builder Prime. This seamless process ensures that all your subscriber information is centralized and accessible, thus reducing manual data entry efforts and improving your customer management efficiency. Enhance and simplify your automation process with this easy-to-implement workflow.
When a new subscriber joins via Second Street, streamline your workflow by instantly creating a client record in Builder Prime. This seamless process ensures that all your subscriber information is centralized and accessible, thus reducing manual data entry efforts and improving your customer management efficiency. Enhance and simplify your automation process with this easy-to-implement workflow.
- When this happens...New Subscriber
Triggers when a user subscribes to your opt-in audience.
- automatically do this!Create Client Record
Creates a new client record.
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Organization NameRequired
Audience NameRequired
Custom Fields
Try ItOrganization NameRequired
Audience NameRequired
Custom Fields
Try It
Organization NameRequired
Audience NameRequired
Custom Fields
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