Builder Prime + Calendly
Create client records in Builder Prime from new invitees in Calendly
Looking for a more efficient way to prep your follow-up workflows? If a new lead schedules an appointment with you in Calendly, this Zap will automatically send the data over from the form they filled out to set up that new lead in Builder Prime.
Looking for a more efficient way to prep your follow-up workflows? If a new lead schedules an appointment with you in Calendly, this Zap will automatically send the data over from the form they filled out to set up that new lead in Builder Prime.
- 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.