Altitude CRM + PreciseFP
Create PreciseFP accounts for new Altitude CRM contacts
Setting up client accounts across multiple systems can slow down onboarding and create extra work. This integration automatically creates a new account in PreciseFP whenever a new contact is added in Altitude CRM, helping you start your data gathering and onboarding process faster. Keep your client setup organized and reduce repetitive account creation steps.
Setting up client accounts across multiple systems can slow down onboarding and create extra work. This integration automatically creates a new account in PreciseFP whenever a new contact is added in Altitude CRM, helping you start your data gathering and onboarding process faster. Keep your client setup organized and reduce repetitive account creation steps.
- When this happens...Contact Created or Updated
Triggers when a contact is created or updated.
- automatically do this!Create Account
Creates a new client or prospect account.
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Contact Created or Updated
Triggers when a contact is created or updated.
Try ItListRequired
Try ItEmailRequired
First Name
Last Name
Dear (Salutation)
Phone
Status
Street Address
Street Address 2
City
State/Province
ZIP/Postal Code
Country
Tags
Household Name
ContactRequired
First Name
Last Name
Email
Phone
Status
Street Address
Street Address 2
City
State/Province
ZIP/Postal Code
Country
ListRequired
Try ItContactRequired
ListRequired
ContactRequired
ListRequired
Email AddressRequired
