Builder Prime + Groundwork
Create client records in Builder Prime for new kickoff forms submitted in Groundwork
Start a streamlined process with every new project commencement form submitted in Groundwork. This workflow instantly generates a client record in Builder Prime, saving time and ensuring no information is lost or delayed in transfer. Enjoy a more neat and productive way to manage your client data as you initiate new projects.
Start a streamlined process with every new project commencement form submitted in Groundwork. This workflow instantly generates a client record in Builder Prime, saving time and ensuring no information is lost or delayed in transfer. Enjoy a more neat and productive way to manage your client data as you initiate new projects.
- When this happens...New Kickoff Form Submitted
Triggers when a lead kickoff form is completed.
- automatically do this!Create Client Record
Creates a new client record.
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Survey
Try ItSurveyRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Defer Survey
Send Survey At
Street Number 1
Street Number 2
City
State
Zip
Survey
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
