AdvisorEngine CRM + PreciseFP

Create AdvisorEngine CRM prospects from new engagement form submissions in PreciseFP

Set up this Zap to automatically create a new prospect in AdvisorEngine CRM whenever someone completes the engagement form within PreciseFP. This ensures no lead falls through the cracks and reduces manual entry.

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

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Supported triggers and actions

- TypeRequired
Trigger
Instant
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- TypeRequired
- Pipeline StageRequired
Trigger
Instant
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- 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.