Integration

    Builder Prime and Volty

    Remodelers on Builder Prime let Volty turn an Instagram or WhatsApp enquiry into a client with an estimate visit booked, and tell customers what stage their project is at.

    Talk to VoltyFree trial

    Updated

    Redoing the kitchen

    Priya messages on Instagram. Volty gets the address and books an estimator in Builder Prime.

    PH

    priyapatel.home

    Instagram · Homeowner

    Hi, we're thinking about redoing our kitchen. Can someone come give us a quote?
    VoltyWe'd love to. What's the address, and is it the whole kitchen or cabinets and counters only?
    Whole kitchen. 903 Willow Creek Ct, Plano
    Checked Builder PrimeEstimate visits · Plano · free Wed 10am, Thu 4pm
    VoltyThanks, Priya. Our estimator can come on:

    Estimate visit · Plano

    Wed Nov 4, 10:00 amThu Nov 5, 4:00 pm
    Thursday at 4
    VoltyBooked: Thursday, November 5 at 4pm with Jordan. He'll bring cabinet and counter finishes to look at.

    Google Calendar

    Jordan's estimate visits

    Wed 4

    Thu 5

    9a10a11a12p1p2p3p4p
    Bath remodel · Greene
    Siding · MoralesKitchen · Patel

    What Volty does with Builder Prime

    Builder Prime is a CRM for home improvement and remodeling companies, covering leads, estimates and projects. Volty takes a remodeling enquiry on Instagram or WhatsApp, asks the project type and address, and offers free estimate times. Customers with work underway ask Volty what stage their project is at, and Volty answers from Builder Prime.

    • Estimate visits picked in chat

      Two or three open times, tapped by the homeowner.

    • Lead source kept

      Instagram or WhatsApp is recorded with the project type and address.

    • Project stage answers

      What is done and what comes next on a remodel.

    • The homeowner says yes first

      Nothing is booked until they pick a time.

    A carpenter cutting a board with a circular saw at a framing site while crew members in safety vests carry lumber behind him.
    Cabinets in, countertops next, from the project in Builder Prime.

    When do the counters go in

    Craig asks about his remodel. Volty reads the project stage.

    CS

    Craig Sullivan

    WhatsApp · Customer

    Any update on when the countertops go in?
    Checked Builder PrimeSullivan kitchen · Cabinets installed · Countertop install Nov 10
    VoltyHi Craig, the cabinets are in and your countertops are set to be installed on Tuesday, November 10.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Instagram enquiry to estimate

    1. When

      A homeowner messages

      About a remodel

    2. Step 1

      Asks the scope

      Kitchen, bath, whole house

    3. Step 2

      Creates the client

      With the visit they picked

    4. Step 3

      Tells the estimator

      In team chat

    A woman pointing at plans held by a contractor in her driveway, a work truck with a ladder rack parked in front.
    Priya picked Thursday at 4. Jordan brings the finishes.

    How Volty connects to Builder Prime

    Builder Prime has a REST-based Open API. An admin generates a key in Builder Prime with only the permissions Volty needs, and the Volty team sets Volty up with it as a custom connection.

    1. 01

      Generate the key

      In Builder Prime, Admin, then Integrations, then the Open API section. The secret shows once.

    2. 02

      Pick its permissions

      For example client creation, plus whatever reads you agree on.

    3. 03

      Approve in Volty

      An admin approves the connection once.

    4. 04

      Set each switch

      Creating a client and booking a visit start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Find clientReads
    • Read estimator availabilityReads
    • Read project stageReads
    • Create clientChanges
    • Book estimate visitChanges

    Reading tools can be turned on straight away. Anything that changes Builder Prime starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Where is the Builder Prime key Volty uses created?

    An admin opens Admin, then Integrations, in Builder Prime, scrolls to the Open API section and generates a new key with the permissions agreed for Volty. The secret is shown once, so it goes straight to our team during setup.

    Will new clients from Volty keep their lead source?

    Yes. When Volty creates a client in Builder Prime it fills the lead source, such as Instagram, with the project type and address. Builder Prime expects values like lead status and source to match ones already set up in your account, so we map them during setup.

    Can Volty book estimate visits for more than one estimator?

    Yes, if your estimators' availability is shared with Volty. The homeowner picks one of the open times Volty offers, and the visit is booked only after that. The booking tool starts Off until you turn it on.

    How much does it cost to connect Builder Prime with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

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    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026