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      Zapier Integration

      Builder Prime integrates with Zapier so that you can automatically create new leads or client records in Builder Prime from thousands of other apps in the Zapier ecosystem.  Here is a handy link for Zapier on how to set up your Zaps: https://zapier.com/apps/builder-prime/integrations

      The most common scenario that people use the Zapier integration for is to send lead information from a form on their website into Builder Prime.  If your website is built using WordPress, there are many different form plugins you might be using, most of which will be able to send the data from the form to Zapier, and then into Builder Prime.  Other website builders besides WordPress often have integrations with Zapier as well.

      The Zapier integration is not just for pushing lead information from your website forms into Builder Prime.  There are tons of other apps that work with Zapier that can also send this information into Builder Prime via Zapier.

      Let's take a look at how to set up the Zapier connection with Builder Prime.

      Step 1: Create a Zap and select your Trigger app

      Once you log in to the Zapier app, you should see a prominently displayed button to create a new Zap.  Click to create the Zap and find your Trigger app.  The Trigger app is the app that will send the lead info to Builder Prime.  Zapier will walk you through the steps to connect your account to that Trigger app.  Follow the steps until Zapier prompts you to set the Action.

      Step 2: Select Builder Prime as your Action app

      Search for the Builder Prime app to use for this Action step and select it from the displayed list. 

      Choose the event called "Create Client Record." 

      Step 3: Connect your Builder Prime account

      When prompted to "Choose account" you will select the option to "Connect a new account" if you have never connected your Builder Prime account in Zapier before.  This will open a new window and it will prompt you for two pieces of information in order to connect your Builder Prime account:

      • Subdomain: This is the first part of the URL that you use when logging into Builder Prime from a web browser.  For example, if you access your Builder Prime app at https://mycompany.builderprime.com/admin/login, then the subdomain you would enter here is 'mycompany' (without the quotes).  Please do not enter the entire URL - it will fail to authenticate.
      • API Key: The API Key can be found in the Admin > Integrations screen in Builder Prime app, within the Zapier section.

      Step 4: Set up your action

      This is the part where you will map the data from the Trigger app into the Builder Prime app.  When you click into each of the available Builder Prime fields to map, you can select which field from the Trigger app should map into it.  Once you map the fields you want to get loaded into the new Client record in Builder Prime, press to Continue and then you can run a Test.  This will send some sample information to Builder Prime.  If it is successful, you may want to log into Builder Prime and delete this test record.

      Step 5: Turn on your Zap

      Once your test is successful, just remember to turn on your new Zap!  Whenever your Trigger app has data to send, it will flow right into Builder Prime for you automatically!

      Sometimes you may have other apps and services that you want to receive certain data from Builder Prime at various points during the lifecycle of that data.  For example, you may want to send new lead data to some other app for specific types of follow-up.  Or maybe you want to send completed project data to another service for review collection or a direct mail campaign for some local radius around the job site.  This all works flawlessly with either:

      • webhook automations in Builder Prime, or
      • a combination of email automations in Builder Prime combined with the Email Parser by Zapier.

      For an example of how to use webhook automations that can be used with Zapier, see this article on how to set up webhook automations for getting online reviews.

      If you prefer to use the email automations with Zapier's Email Parser, you will first want to set up an email address in the Email Parser by Zapier.  Follow the instructions on Zapier's site here.

      You can then set up an email automation based on a lead status, project status, or meeting type according to the instructions here.  When you set up the email automation, send it to the email address you previously created in the Email Parser.

      Tip: Make sure that the email template you create/use has the plain text option selected to make it simpler for the Email Parser to read it.

      You can get pretty creative with triggering different types of automations in other apps with different email templates in Builder Prime and different email addresses in the Email Parser.

      Happy automating!