What you get
- Triggers — the Builder Prime events that can start a campaign: Client created, Client reaches a status (you type the status name), Project sold (contract or sold status), and Project completed. You choose the event on each automation.
- Revenue tracking — revenue books when a project is sold: either a signed contract amount exists, or the project moves into a post-sale status. Mailr books the contracted amount and falls back to the estimate. Job completion never books revenue.
- Lead delivery — when someone scans your postcard and fills in the landing page, Mailr creates a client in Builder Prime with the “Mailr” lead source. Builder Prime creates that lead source automatically if you don’t already have one. Extra answers from the form go into the client notes and an activity note.
Connect Builder Prime
1
In Mailr, open Automations
Go to Campaigns → Automations in the Mailr app and find Builder Prime under CRM Connection. Clicking a tile only opens its panel — nothing starts connecting until you press the Connect button inside. Only the workspace owner can connect a CRM.
2
Generate an API key in Builder Prime
In Builder Prime, go to Admin → Integrations → Open API → “Generate New API Key”. Tick the client and project read scopes. The key is shown once, so copy it before you close the screen.
3
Paste both values in Mailr
Press Connect Builder Prime. There are two fields. Builder Prime address is your subdomain — “Paste the full URL or just the part before
.builderprime.com”, for example yourcompany.builderprime.com. API key is the key you just generated. Mailr validates both against your account before saving.The tile switches to Connected and the 3-step setup wizard opens: Leads → Job address → Tracking.
How syncing works
Builder Prime is checked hourly. As Mailr puts it in the app: “Checked hourly (near-real-time is the fastest Builder Prime supports).” Builder Prime has no way to push events the moment they happen, so a campaign can be queued up to an hour after the client or project changes. Clients and projects both sync on that hourly rhythm. Automated campaigns use a design you’ve already approved and are reviewed by Mailr before anything mails.The first sync starts the clock the moment you connect. Clients and projects that were already sold or completed before you connected will never trigger a campaign. To test the connection, move a fresh record forward after connecting, then wait for the next hourly check.
Disconnect or reconnect
Disconnecting shows a confirmation titled “Disconnect Builder Prime?”: “Lead sync and campaign triggers through this connection will stop, and the stored credentials are deleted. Your settings are kept, so reconnecting later picks up where you left off.” Mailr deletes your stored key. There’s nothing to remove on the Builder Prime side. Your campaign history, leads and results stay put, and reconnecting keeps your field mappings, job-address choice and attribution window.Notes & limits
- Status names are typed, not picked from a list. Builder Prime doesn’t publish a catalog of statuses, so Mailr suggests values it has seen in your recent records and lets you type your own. Type the status exactly as it reads in Builder Prime — capitalization doesn’t matter.
- Check the subdomain if the connection is refused. A typo in the Builder Prime address gets its own error at connect, separate from a rejected key. The subdomain is the part before
.builderprime.comin your browser’s address bar when you’re logged in. - A missing scope looks like a bad key. If the key is rejected, regenerate it with the client and project read scopes ticked.
- Builder Prime matches incoming leads on phone first, so email matching is best-effort.