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Builder PrimeCRMs and lead management

Your rep marks the job Sold in Builder Prime. Google Ads never finds out.

Your ads book in-home appointments, and the sale shows up in Builder Prime days later as a meeting result. Google Ads and Meta stopped watching at the form fill, so they keep buying more cheap form fills. We keep the ad click attached to every Builder Prime lead and send Sold jobs back with their value, so bidding chases signed window, roofing and remodeling jobs instead of quote requests.

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By Ariful IslamHow Builder Prime works ↓

Builder Prime · what breaks

What goes wrong when ads feed Builder Prime

  1. 01

    Every paid lead just says "Google"

    Builder Prime's Lead Source is a dropdown that only knows what your office picks or what a Zapier mapping hard-codes. A search ad click, a Maps call and an organic visit often all land as "Google", so the Customer Acquisition Cost report spreads the monthly spend you typed in across leads nobody can tie to a campaign.

  2. 02

    Google is optimizing toward appointment requests, not sales

    Your tags fire when the website form submits. A window shopper who cancels the sit and a homeowner who signs a full kitchen look identical to smart bidding, so your budget drifts toward whoever fills out forms cheapest.

  3. 03

    The sale happens at the kitchen table, offline

    Your rep sets a Sold meeting result, and Builder Prime can move the lead status from it. None of that reaches Google Ads or Meta, and the Builder Prime Zapier app has no triggers at all: its one action creates client records.

  4. 04

    Bought leads get counted as ad wins

    Angi, HomeAdvisor, Modernize, Porch and CraftJack leads flow straight into Builder Prime next to your paid search leads. If they get reported as conversions, Google takes credit for leads you paid another company for.

Builder Prime · the fix

What changes once your ads can see Builder Prime

  • Each lead keeps its ad click

    Captured on your site at submit and stored against an identifier on the Builder Prime record, so it survives the sit and any rehash weeks later.

  • Bidding learns from signed jobs

    When a lead reaches your Sold status, its click and value go to Google Ads and Meta, so campaigns shift spend toward the keywords and audiences that close kitchens, windows and additions.

  • Lead source you can actually trust

    Google Ads, Meta, organic and aggregator leads land under separate sources, which makes the Lead Performance and acquisition cost reports worth opening.

Builder Prime · architecture

What Builder Prime actually lets you hook into

Builder Prime has no Google Ads, GA4 or Meta Pixel connection of its own, so tracking is built around its documented data paths.

  1. 1

    Zapier: Create Client Record

    The only Zapier action. It takes name, contact details, lead status, lead source and an External System Identifier, which is where our lead ID can travel.

  2. 2

    Open API with a clients.create key

    A REST endpoint on your own Builder Prime subdomain. Lead source and status values must exactly match ones set up in your account, or the request fails.

  3. 3

    Send Webhook automations

    Fired a set delay after a lead or project enters a status, or on a meeting type. Client-context payloads include lead source, estimated value, external ID and your client custom fields.

  4. 4

    Meeting results that update lead status

    A result flagged as a sale can move the lead to a Sold status automatically, which is what makes the webhook fire without extra clicks from reps.

  5. 5

    Custom fields (Essentials plan and up)

    Client and project custom fields can hold a click ID. Whether the Open API can write to them is something we confirm on your account before relying on it.

Builder Prime · diagnose

Where Builder Prime tracking breaks, in diagnostic order

We start where leads enter, because a lead that never reaches Builder Prime can't be tracked to a sale.

  1. 01

    Submit a test lead and confirm it lands

    An Open API request whose lead source or status name doesn't exactly match your Builder Prime list fails, so that homeowner never becomes a client record or reaches a rep.

  2. 02

    Check the source on the new record

    See whether it says Google Ads, plain Google, or Website, and whether UTMs or a click ID came along.

  3. 03

    Check the webhook's API-lead setting

    Each Send Webhook automation has a setting for leads created via the API. We confirm it's on and that your website leads, whether they arrive through Zapier or the Open API, actually trigger the Sold signal.

  4. 04

    Follow one lead to Sold

    Set a Sold meeting result and confirm the lead status changes and the webhook fires after its delay, not days later.

  5. 05

    Line up sold jobs against platform conversions

    Job by job for last month in Builder Prime, with Angi, HomeAdvisor and other marketplace leads stripped out first.

Builder Prime · prove

The QA evidence — Builder Prime

Run on live leads from your real website form, not on records typed into Builder Prime by hand.

Source of truth

Builder Prime client records: leads by lead source, Sold meeting results and lead status history, with estimated value per job

  • One test lead from an ad-tagged URL, with the click identifier visible on the Builder Prime record.
  • The lead source set correctly for Google Ads, Meta and organic visits.
  • The Sold webhook firing once per job, captured in the server container log.
  • Google Ads and Meta Events Manager each showing a single conversion for every sold job, carrying the same value as the Builder Prime record.
  • Angi and other aggregator leads confirmed absent from ad conversions.
  • Sold jobs reconciled record by record against both platforms across a closed month.
  • Re-run a month later, and again whenever you rename a lead status, add a meeting result or edit a Zapier mapping.

Builder Prime · free audit

What we check in the free audit

  • Submit a test lead and confirm it lands
  • Check the source on the new record
  • Check the webhook's API-lead setting
  • Follow one lead to Sold
  • Line up sold jobs against platform conversions

Checked against

Builder Prime client records: leads by lead source, Sold meeting results and lead status history, with estimated value per job

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Builder Prime · when not to buy

When you don't need this on Builder Prime

Some Builder Prime accounts are better off with a quick settings cleanup.

  • If nearly all your leads come from Angi, HomeAdvisor or canvassing and you spend little on Google or Meta, there's nothing for ad bidding to learn from.
  • If ads sell only a few jobs a month, bidding on sales lacks data; clean lead sources will tell you more.
  • If your reps don't set meeting results or move lead statuses consistently, fix that habit first, because the Sold signal depends on it.
  • If the only problem is a Zapier mapping that hard-codes the wrong lead source, you can correct it in Zapier in a few minutes, and we'll say so on the call.

Builder Prime · what we deliver

The event map on Builder Prime

  • Website lead created

    Form submit on your site, with the ad click ID and UTMs saved before Zapier or the API creates the Builder Prime client.

  • Appointment set

    From the lead status your office uses for a set sit, sent as a qualified-lead signal for Meta and a secondary conversion for Google. Builder Prime's meeting-type webhooks carry no lead source or external ID, so we key this to the status instead.

  • Meeting result: Sold

    The primary conversion, fired by the lead status your Sold result moves the client into and valued from the record's estimated value. The meeting's Sale Amount only feeds Builder Prime's Meeting Results report, so we confirm reps keep estimated value current.

  • Project completed or paid

    Optional, from a project status webhook, when you want bidding to weight finished jobs over signed ones.

  • Cancelled and lost leads

    Kept out of the conversion, so bidding never learns from a sit that didn't close.

  • Aggregator and referral leads

    Excluded from ad reporting: Angi, HomeAdvisor and other marketplace leads never count as a Google or Meta win.

Written guarantee

95%+ tracking accuracy

Measured against Builder Prime client records: leads by lead source, Sold meeting results and lead status history, with estimated value per job. Miss it and we keep working at no cost.

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FAQ

Builder Prime questions, answered

Not directly. Builder Prime documents Zapier, an Open API and webhook automations, so conversion data reaches Google Ads and Meta through a server container we set up, not a built-in connection.

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