AdvisorEngine CRM + PreciseFP

Create new AdvisorEngine CRM households from completed PreciseFP form engagements

Boost your efficiency with this handy workflow. When you finalize an engagement form in PreciseFP, a new household will be instantly created in AdvisorEngine CRM. This process not only eliminates manual data transfers but also ensures your customer details are consistently up-to-date across platforms, saving you valuable time and fostering stronger client relationships.

When this happens...
New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
TriggerInstant
automatically do this!
Create Household
Creates a new household.
ActionWrite

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Supported triggers and actions

- TypeRequired
Trigger
Instant
Try It
- TypeRequired
- Pipeline StageRequired
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- TypeRequired
- Related Team
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Template IDRequired
- Authentication Method
- AccountRequired
- ContactRequired
- Secondary ContactRequired
- Send New Engagement EmailRequired
- Enable Periodic Email RemindersRequired
- Enable Thank You EmailRequired
Action
Write
- Account IdRequired
Action
Search

- Account IdRequired
- TypeRequired
- Related Team
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
Opportunity Created
Triggers when a new opportunity is created.
Trigger
Polling
Try It
- Source NameRequired
- External IdRequired
- First NameRequired
- Last NameRequired
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
Action
Write
- Source NameRequired
- External IdRequired
- First nameRequired
- Last nameRequired
- Mailing Address State
- Mailing Address City
- Mailing Address Street
- Mailing Address Zip
- Primary Phone
- Primary Email
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
Action
Write
- First Name
- Last Name
- Primary Phone
- Primary Email
- Source Name
- External ID
Action
Search
- First Name
- Last Name
- Primary Phone
- Primary Email
- Source Name
- External ID
- Source NameRequired
- External IdRequired
- First nameRequired
- Last nameRequired
- Mailing Address State
- Mailing Address City
- Mailing Address Street
- Mailing Address Zip
- Primary Phone
- Primary Email
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
Action
Search or write

- TypeRequired
Trigger
Instant
Try It
- Template
- Include Engagement DataRequired
- Include PDF Copy of Engagement
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- AccountRequired
- Pipeline StageRequired
Action
Write
- Email AddressRequired
Action
Search
- Email AddressRequired
- TypeRequired
- Related Team
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
Household Created
Triggers when a new household is created.
Trigger
Polling
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- Household Header
- Household IdRequired
- Opportunity Header
- Source NameRequired
- External IdRequired
- Opportunity DescriptionRequired
- Opportunity Type
- Sub Type
- Urgency
- OwnerRequired
- OfficeRequired
- Identified ByRequired
- Date IdentifiedRequired
- StatusRequired
- Comments
- Next Step
- Projected Recurring Revenue
- Projected Non-Recurring Revenue
- Projected Asset Value
- Temperature
- Probability (%)
- Projected Close Date
- Source Channel
- Source Channel Detail
- Current Custodian or Provider
- Competition
Action
Write
- Search Household Name
- Search Household Id
- Search Client First Name
- Search Client Last Name
- Search Primary Phone
- Search Primary Email
- Search Source Name
- Search External Id
Action
Search
- Search Household Name
- Search Household Id
- Search Client First Name
- Search Client Last Name
- Search Primary Phone
- Search Primary Email
- Search Source Name
- Search External Id
- Source NameRequired
- External IdRequired
- First NameRequired
- Last NameRequired
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
Action
Search or write

About AdvisorEngine CRM

AdvisorEngine CRM is a platform for financial advisors- automating workflows,dashboards and practice tools so you can focus more on clients and less on admin.