Altitude CRM + PreciseFP

Create Altitude CRM contacts for new PreciseFP form engagements

Manually transferring engagement data into your CRM can slow down follow-up and increase the chance of missed opportunities. This automation creates a contact in Altitude CRM whenever a new form engagement is completed in PreciseFP, keeping your contact records current without manual entry. Capture new engagement details faster so your team can follow up while interest is still high.

When this happens...
New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
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
- ListRequired
Trigger
Instant
Try It
- ContactRequired
- ListRequired
Action
Write
- ContactRequired
- ListRequired
Action
Write
- Email AddressRequired
Action
Search

- 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
Contact Created or Updated
Triggers when a contact is created or updated.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- EmailRequired
- First Name
- Last Name
- Dear (Salutation)
- Phone
- Status
- Street Address
- Street Address 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Tags
- Household Name
Action
Write
- ContactRequired
- First Name
- Last Name
- Email
- Phone
- Status
- Street Address
- Street Address 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write

About Altitude CRM

Altitude CRM is an AI-native CRM for financial advisors that combines client data, workflows, and intelligent guidance to help teams act with clarity.