AdvisorEngine CRM + PreciseFP

AdvisorEngine CRM + PreciseFP integrations

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 CompletedTriggers when a client or prospect completes an form engagement.
TriggerInstant
automatically do this!
Create ProspectCreates a new prospect.
ActionWrite

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More things you can do with PreciseFP and AdvisorEngine CRM

Discover other triggers and actions you can use with PreciseFP and AdvisorEngine CRM

- Type
  Required
Trigger
Instant
Try It
- Type
  Required
- Pipeline Stage
  Required
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Template ID
  Required
- Authentication Method
- Account
  Required
- Contact
  Required
- Secondary Contact
  Required
- Send New Engagement Email
  Required
- Enable Periodic Email Reminders
  Required
- Enable Thank You Email
  Required
Action
Write
- Account Id
  Required
Action
Search

- Account Id
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- 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 Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
Action
Write
- Source Name
  Required
- External Id
  Required
- First name
  Required
- Last name
  Required
- 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
- Household ID
- Opportunity Description
- Opportunity Status
- Date Range - Created After
- Date Range - Created Before
- Source Name
- External ID
- Sort By Recency
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 Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
Action
Search or write

- Type
  Required
Trigger
Instant
Try It
- Template
- Include Engagement Data
  Required
- Include PDF Copy of Engagement
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Account
  Required
- Pipeline Stage
  Required
Action
Write
- Email Address
  Required
Action
Search
- Email Address
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- 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
- HouseholdHeader
- Household Id
  Required
- OpportunityHeader
- Source Name
  Required
- External Id
  Required
- Opportunity Description
  Required
- Opportunity Type
- Sub Type
- Urgency
- Owner
  Required
- Office
  Required
- Identified By
  Required
- Date Identified
  Required
- Status
  Required
- 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
- 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 Name
  Required
- External Id
  Required
- First name
  Required
- Last name
  Required
- 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

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About PreciseFP

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new AdvisorEngine CRM households from completed PreciseFP form engagements

Create households in AdvisorEngine CRM when new PreciseFP clients are staged in pipelines