Builder Prime + CMS Max
Create client records in Builder Prime from new form submissions in CMS Max
Automate your workflow by connecting CMS Max and Builder Prime. Every time there's a new form submission in CMS Max, this workflow creates a new client record in Builder Prime. This integration ensures seamless information transfer, saving you the hassle of managing data between the two platforms manually. Improve efficiency and keep your client data up-to-date with this streamlined process.
Automate your workflow by connecting CMS Max and Builder Prime. Every time there's a new form submission in CMS Max, this workflow creates a new client record in Builder Prime. This integration ensures seamless information transfer, saving you the hassle of managing data between the two platforms manually. Improve efficiency and keep your client data up-to-date with this streamlined process.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Client Record
Creates a new client record.
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- 14 day trial for premium features & apps
FormRequired
Try ItFirst 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
New Order Submitted
Triggers when a new eCommerce order is submitted.
Try It
