Builder Prime + Contractors Cloud
Create new client records in Builder Prime for each new record in Contractors Cloud
Streamline your workflow by linking the Contractors Cloud app with the Builder Prime app. When a new record appears in Contractors Cloud, this automation creates a corresponding client record in Builder Prime. This streamlined process removes the need for manual data entry and saves you valuable time, allowing you to focus on more important tasks.
Streamline your workflow by linking the Contractors Cloud app with the Builder Prime app. When a new record appears in Contractors Cloud, this automation creates a corresponding client record in Builder Prime. This streamlined process removes the need for manual data entry and saves you valuable time, allowing you to focus on more important tasks.
- When this happens...
- automatically do this!Create Client Record
Creates a new client record.
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Lead Connection IdRequired
First Name
Last Name
Street address
City
State code
Zip (postal code)
Phone
Email
Site Type
Lead Source Name
Project Notes
First 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
