Builder Prime + LeadQuiz
Create client records in Builder Prime from new LeadQuiz form submissions
Effortlessly manage your client data with this powerful integration. When a new form submission is received in LeadQuiz, a client record is automatically created in BuilderPrime. This ensures that your client information is always up-to-date and easily accessible, allowing you to focus on delivering excellent service without manual data entry.
Effortlessly manage your client data with this powerful integration. When a new form submission is received in LeadQuiz, a client record is automatically created in BuilderPrime. This ensures that your client information is always up-to-date and easily accessible, allowing you to focus on delivering excellent service without manual data entry.
- 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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Form IDRequired
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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
