1.Catch hook for submission payload
Integrate Webhooks by Zapier and request parsing to extract name, email, phone, message, and project type for intake.
Create client record from website design request for intake
Automatically capture website design request submissions across Webhooks by Zapier and Builder Prime. Create and update client records when qualifying submissions arriveβso you can qualify intake leads, set lead status, and avoid manual contact entry with spreadsheets.
How this automation creates client intake records
When website design requests arrive with missing details, intake delays slow down qualification. This automation catches submissions, filters qualifying records, and creates client records and intake flagsβso your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying submissions by contact info
Integrate Filter by Zapier and validation rules to continue only when email or phone is present for client creation.
Filter by Zapieror swap with your favorite app
3.Creates client record with mapped fields
Integrate Builder Prime and CRM field mapping to create client records, set lead source, and apply intake status.
Builder Primeor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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