Builder Prime + Spotio
Add new Spotio leads to Builder Prime
Capture your leads out in the field using Spotio and add them over to Builder Prime automatically. You can forget about all the double data entry and waiting to get your leads into your CRM.
Capture your leads out in the field using Spotio and add them over to Builder Prime automatically. You can forget about all the double data entry and waiting to get your leads into your CRM.
- When this happens...Record Created
Triggers when record is created.
- automatically do this!Create Client Record
Creates a new client record.
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
Try ItRecord Created or Updated
Triggers when record is created or updated.
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Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try ItRecord Stage Changed
Triggers when record stage changes.
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