Builder Prime + Tally
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.
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 Submission
Triggers when a new form submission is received.
- automatically do this!Create Client Record
Creates a new client record.
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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
