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Connect Referral Factory and Builder Prime to power AI-driven automation

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Zapier makes it easy to integrate Referral Factory with Builder Prime - no code necessary. See how you can get setup in minutes.

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Referral Factory logo
Referral Factory
Referral Factory logo
Referral Factory
1. Choose trigger event
Builder Prime logo
Builder Prime
Builder Prime logo
Builder Prime
2. Choose action
Referral Factory logo
1. Select the event
Setup
Test
Referral Factory logo
Referral Factory
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New User" from Referral Factory.

Add your action

An action happens after the trigger—such as "Create Client Record" in Builder Prime.

You’re connected!

Zapier seamlessly connects Referral Factory and Builder Prime, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Campaign
      Required
    • Which users should we send?
      Required
    Trigger
    Instant
    Try It
    • Campaign
      Required
    • First Name
      Required
    • Email
      Required
    • Send Notification
    Action
    Write
    • Coupon
      Required
    Action
    Write
    • First Name
    • Last Name
    • Email Address
    • Company Name
    • Lead Status
      Required
    • 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
    Action
    Write
    • Reward
    Trigger
    Instant
    Try It
    • User Code
      Required
    Action
    Write
    • Campaign
      Required
    • User Email
      Required
    Action
    Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Referral Factory and Builder Prime to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Referral Factory to Builder Prime integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About Referral Factory
The Easy Way To Build A Referral Program
Learn moreLearn moreHelpHelp
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About Builder Prime
Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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Zapier Interfaces integrationsZapier Interfaces integrations
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Connect Referral Factory to Builder Prime on the world's largest no-code automation platform

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