Create new client record in Builder Prime from CallRail phone call details
Create new client record in Builder Prime from CallRail phone call details
Create new client records in Builder Prime when an inbound phone call starts in CallRail. Capture essential client details from the call for faster onboarding and improved client management.
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Overview
Create new client records in Builder Prime when an inbound phone call starts in CallRail. Capture essential client details from the call for faster onboarding and improved client management.