Builder Prime + Interact
Create client records in Builder Prime for new leads in Interact
Effortlessly manage your new leads with this powerful workflow that connects Interact and Builder Prime. When a new lead is generated in Interact, this automation will instantly create a client record in Builder Prime, streamlining your lead management process. Keep your team organized and increase efficiency by maintaining up-to-date client information across both platforms.
Effortlessly manage your new leads with this powerful workflow that connects Interact and Builder Prime. When a new lead is generated in Interact, this automation will instantly create a client record in Builder Prime, streamlining your lead management process. Keep your team organized and increase efficiency by maintaining up-to-date client information across both platforms.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Client Record
Creates a new client record.
- Free forever for core features
- 14 day trial for premium features & apps
QuizRequired
Try It
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
