Builder Prime + The Receptionist
Create new client records in Builder Prime for every check-in on The Receptionist
Stay organized and efficient by directly creating a new client record in Builder Prime each time a check-in occurs in The Receptionist. This automation saves you valuable administration time by ensuring accurate data transfer between the two platforms, enabling a smoother visitor management process. Now, focus on providing the best service instead of manual record-keeping.
Stay organized and efficient by directly creating a new client record in Builder Prime each time a check-in occurs in The Receptionist. This automation saves you valuable administration time by ensuring accurate data transfer between the two platforms, enabling a smoother visitor management process. Now, focus on providing the best service instead of manual record-keeping.
- When this happens...Visit: Check-In
This event is triggered each time a visit check-in happens.
- automatically do this!Create Client Record
Creates a new client record.
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- 14 day trial for premium features & apps
Location
Button
Try ItLocation
Try ItLocation
Button
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
