Builder Prime + Tally
Builder Prime + Tally
Builder Prime + Tally integrations
Create new client records in Builder Prime for each new submission in Tally
Initiate an efficient workflow each time a new submission is made in Tally. The fresh information is immediately transferred to Builder Prime, resulting in the creation of a spotless, updated client record. Increase your operational effectiveness and ensure data consistency across both platforms with this seamless automation.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create Client RecordCreates a new client record.
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More things you can do with Tally and Builder Prime
Discover other triggers and actions you can use with Tally and Builder Prime
- Select a formRequired
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
About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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About Tally
The simplest way to create beautiful forms and surveys, for free.
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Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier