Builder Prime + The Receptionist
Builder Prime + The Receptionist
Builder Prime + The Receptionist integrations
Create new client records in Builder Prime for every check-in on The Receptionist
Stay organized and efficient by directly creating a new client record in Builder Prime each time a check-in occurs in The Receptionist. This automation saves you valuable administration time by ensuring accurate data transfer between the two platforms, enabling a smoother visitor management process. Now, focus on providing the best service instead of manual record-keeping.
- When this happens...Visit: Check-InThis event is triggered each time a visit check-in happens.
- automatically do this!Create Client RecordCreates a new client record.
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More things you can do with The Receptionist and Builder Prime
Discover other triggers and actions you can use with The Receptionist and Builder Prime
- Location
- Button
Try ItTriggerInstant- Location
Try ItTriggerInstant- Location
- Button
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
- Location
- Button
Try ItTriggerInstant- Location
- Button
Try ItTriggerInstant- Location
- Button
Try ItTriggerInstant
About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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About The Receptionist
The Receptionist helps streamline office entrance areas and automates the job of connecting visitors to the people they are there to see.
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