Create client record in Builder Prime from new project in CompanyCam, and format first name
Create client record in Builder Prime from new project in CompanyCam, and format first name
Create new client records in Builder Prime when you add a project in CompanyCam, ensuring accurate first name capture while removing last names for cleaner data management and faster onboarding.
Workflow preview:
Zap details:
Overview
Create new client records in Builder Prime when you add a project in CompanyCam, ensuring accurate first name capture while removing last names for cleaner data management and faster onboarding.