Builder Prime + Calendly
Create client records in Builder Prime for new invitees in Calendly
Streamline your client onboarding process with this efficient workflow. When a new invitee is added on Calendly, it instantly creates a client record in Builder Prime. This seamless connection saves time, eliminates manual data entry, and ensures your Builder Prime database stays up-to-date with your latest Calendly appointments.
Streamline your client onboarding process with this efficient workflow. When a new invitee is added on Calendly, it instantly creates a client record in Builder Prime. This seamless connection saves time, eliminates manual data entry, and ensures your Builder Prime database stays up-to-date with your latest Calendly appointments.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Client Record
Creates a new client record.
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About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.