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Description
Capture emails, web pages, and leads into Prism NDT — create Jobs, Opportunities, and Clients in one click. Prism NDT Chrome Extension connects your browser to the Prism NDT platform, eliminating manual data entry when capturing leads and creating work directly from email and the web. WORKS WHERE YOU ALREADY ARE • Gmail & Outlook – A "Create in Prism" button appears inside every email. Click it to extract the sender's name, email, subject, and message body automatically. • Any Website – Right-click any page to create a Job, Opportunity, or Client using the page title, URL, and selected text. FOUR ONE-CLICK ACTIONS • Capture Inquiry – Best for first-touch leads; routes into your pipeline for review. • Create Job – Directly create an inspection job with NDT method, code, client, priority, site contact, and PO number. • Create Opportunity – Log a commercial opportunity with stage, value, probability, and close date. • Create Client – Save a new prospect or client with contact info, industry, and location. AI AUTO-FILL AI analyzes email and page content to pre-fill form fields — names, dates, amounts, NDT methods, applicable codes — so you spend seconds, not minutes, on data entry. SMART CLIENT MATCHING The extension automatically matches senders to existing clients in Prism by email domain or company name, so the right client is selected before you even look at the form. NDT-SPECIFIC FIELDS Supports standard testing methods (UT, RT, PT, MT, VT, ET, PAUT, AE, LT) and industry codes (ASME, API, AWS, ISO) out of the box. SECURE BY DESIGN • Authenticates with your existing Prism NDT credentials — no separate account needed. • Only communicates with your Prism NDT backend; no data is sent to third parties. • Session tokens refresh automatically and never leave your browser. REQUIREMENTS • An active Prism NDT account (prismndt.com) • Google Chrome 114 or later