Builder Prime + Contractor+
Create client records in Builder Prime for new leads in Contractor+
When a new lead appears in Contractor+, seamlessly transfer that information to Builder Prime, creating a fresh client record. This automation simplifies your process, making sure each lead is promptly noted in your prime construction records without you manually entering data, saving you valuable time to focus on lead conversion. Harness the power of this workflow to streamline your operations and improve database accuracy.
When a new lead appears in Contractor+, seamlessly transfer that information to Builder Prime, creating a fresh client record. This automation simplifies your process, making sure each lead is promptly noted in your prime construction records without you manually entering data, saving you valuable time to focus on lead conversion. Harness the power of this workflow to streamline your operations and improve database accuracy.
- When this happens...New Lead
Triggers when a new lead is added.
- automatically do this!Create Client Record
Creates a new client record.
- Free forever for core features
- 14 day trial for premium features & apps
New Client
Triggers when a new client is added.
Try ItNew Invoice
Triggers when a new invoice is added.
Try ItNew Work Order
Triggers when a new work order is added.
Try ItExpense TitleRequired
Expense Category IdRequired
Expense DateRequired
Expense AmountRequired
Description
Reimburse Id
Payment Mode Id
Reference No
Job Or Client
Is Tax Included
Tax Id
New Expense
Triggers when a new expense is added.
Try ItNew Lead
Triggers when a new lead is added.
Try ItSalutation
FirstnameRequired
Lastname
Company
Client Type
Leadid
Website
Is Client Tax Exempt
Tax Exemption Number
Billing Street
Billing Street 2
Billing Country
Billing State Id
Billing City
Billing Zip
Pa Same As Ba
Property Tenant Email
Property Tenant Phone
Property Tenant Phone Code
Property Tenant Name
Property Street
Property Street 2
Property Country
Property State Id
Property City
Property Zip
Gate Code
Lockbox Code
Pcode
Pvalue
Ptype
Pis Primary
Evalue
Etype
Eis Primary
Salutation
First NameRequired
Last Name
Title
Description
Source
Company
Website
Address
Address 2
Country
State
City
Zip
Tags
Assigned
Is Public
Pvalue
Pis Primary
Pcode
Evalue
Eis Primary
