PreciseFP + Redtail CRM
Create Redtail CRM activities for new PreciseFP completed engagements
When one of your clients completes an engagement, there is a significant amount of vital data to be analyzed. This integration will automatically add a new Redtail CRM activity whenever a PreciseFP engagement is completed, so that you can keep track of PreciseFP engagements you need to review from within your Redtail CRM.
When one of your clients completes an engagement, there is a significant amount of vital data to be analyzed. This integration will automatically add a new Redtail CRM activity whenever a PreciseFP engagement is completed, so that you can keep track of PreciseFP engagements you need to review from within your Redtail CRM.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this!Create Activity
Creates a new activity in your database.
- Free forever for core features
- 14 day trial for premium features & apps
