Builder Prime + Referral Factory
Create new Builder Prime client records for new Referral Factory users
Streamline your client onboarding process with our efficient workflow. When a new user joins via Referral Factory, an associated client record is instantly established in Builder Prime. This not only saves time but also ensures accuracy and consistency in your client management routine. A great solution for businesses seeking to optimize their user-to-client conversion process.
Streamline your client onboarding process with our efficient workflow. When a new user joins via Referral Factory, an associated client record is instantly established in Builder Prime. This not only saves time but also ensures accuracy and consistency in your client management routine. A great solution for businesses seeking to optimize their user-to-client conversion process.
- When this happens...New User
Triggers when a new user has been referred to your campaign. This is often called a new referred lead.
- automatically do this!Create Client Record
Creates a new client record.
- Free forever for core features
- 14 day trial for premium features & apps
CampaignRequired
Which users should we send?Required
Try ItCampaignRequired
First NameRequired
EmailRequired
Send Notification
CouponRequired
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
Reward
Try ItUser CodeRequired
CampaignRequired
User EmailRequired
