Builder Prime + CallRail
Capture new forms in CallRail and create client records in Builder Prime
Streamline your client management process with this helpful workflow. When a form is captured in CallRail, a new client record is created in Builder Prime. This automation equips your construction business with real-time data, ensuring every lead captured via CallRail is instantly set up in Builder Prime, thus bridging the gap between lead generation and customer management.
Streamline your client management process with this helpful workflow. When a form is captured in CallRail, a new client record is created in Builder Prime. This automation equips your construction business with real-time data, ensuring every lead captured via CallRail is instantly set up in Builder Prime, thus bridging the gap between lead generation and customer management.
- When this happens...Form Captured
Triggers when a form is captured.
- automatically do this!Create Client Record
Creates a new client record.
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