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Practifi Integrations

CRM (Customer Relationship Management)

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Integrate Google Sheets with PractifiIntegrate Google Sheets with Practifi

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with PractifiIntegrate Webhooks by Zapier with Practifi

Webhooks by Zapier

Developer Tools, Zapier
Integrate Square with PractifiIntegrate Square with Practifi

Square

eCommerce, Payment Processing
Integrate Zapier Chrome extension with PractifiIntegrate Zapier Chrome extension with Practifi

Zapier Chrome extension

Notifications, Productivity, Zapier
Integrate Wealthbox CRM with PractifiIntegrate Wealthbox CRM with Practifi

Wealthbox CRM

CRM (Customer Relationship Management)
Integrate Slack with PractifiIntegrate Slack with Practifi

Slack

Team Chat
Integrate ActiveCampaign with PractifiIntegrate ActiveCampaign with Practifi

ActiveCampaign

Marketing Automation
Integrate Webflow with PractifiIntegrate Webflow with Practifi

Webflow

Website Builders
Integrate Microsoft Excel with PractifiIntegrate Microsoft Excel with Practifi

Microsoft Excel

Microsoft, Spreadsheets
Integrate Google Sheets with PractifiIntegrate Google Sheets with Practifi

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with PractifiIntegrate Webhooks by Zapier with Practifi

Webhooks by Zapier

Developer Tools, Zapier
Integrate Square with PractifiIntegrate Square with Practifi

Square

eCommerce, Payment Processing
Integrate Zapier Chrome extension with PractifiIntegrate Zapier Chrome extension with Practifi

Zapier Chrome extension

Notifications, Productivity, Zapier
Integrate Wealthbox CRM with PractifiIntegrate Wealthbox CRM with Practifi

Wealthbox CRM

CRM (Customer Relationship Management)
Integrate Slack with PractifiIntegrate Slack with Practifi

Slack

Team Chat
Integrate Google Sheets with PractifiIntegrate Google Sheets with Practifi

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with PractifiIntegrate Webhooks by Zapier with Practifi

Webhooks by Zapier

Developer Tools, Zapier
Integrate Square with PractifiIntegrate Square with Practifi

Square

eCommerce, Payment Processing
Integrate Zapier Chrome extension with PractifiIntegrate Zapier Chrome extension with Practifi

Zapier Chrome extension

Notifications, Productivity, Zapier
Integrate Wealthbox CRM with PractifiIntegrate Wealthbox CRM with Practifi

Wealthbox CRM

CRM (Customer Relationship Management)
Integrate Slack with PractifiIntegrate Slack with Practifi

Slack

Team Chat
Integrate ActiveCampaign with PractifiIntegrate ActiveCampaign with Practifi

ActiveCampaign

Marketing Automation
Integrate Webflow with PractifiIntegrate Webflow with Practifi

Webflow

Website Builders
Integrate Microsoft Excel with PractifiIntegrate Microsoft Excel with Practifi

Microsoft Excel

Microsoft, Spreadsheets

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Quickly automate Practifi integrations with Zapier's templates

  • Create new Practifi clients from Paperform form submissions

    Details
    • Paperform logo
    • Practifi logo
    Paperform + Practifi
  • Create Practifi clients from new Unbounce form submissions

    • Unbounce logo
    • Practifi logo
    Unbounce + Practifi
  • Create Practifi clients from new Leadpages form submissions

    • Leadpages logo
    • Practifi logo
    Leadpages + Practifi
  • Create new Practifi clients from Formstack submissions for seamless onboarding

    • Formstack logo
    • Practifi logo
    Formstack + Practifi
  • Create Practifi clients from new Gravity Forms submissions

    • Gravity Forms logo
    • Practifi logo
    Gravity Forms + Practifi
  • Create Practifi clients from new Interact leads for seamless lead management

    • Interact logo
    • Practifi logo
    Interact + Practifi

Create new Practifi clients from Paperform form submissions

Try it
  • Paperform logo
  • Practifi logo
Paperform + Practifi

Create Practifi clients from new Unbounce form submissions

  • Unbounce logo
  • Practifi logo
Unbounce + Practifi

Create Practifi clients from new Leadpages form submissions

  • Leadpages logo
  • Practifi logo
Leadpages + Practifi

Create new Practifi clients from Formstack submissions for seamless onboarding

  • Formstack logo
  • Practifi logo
Formstack + Practifi

Create Practifi clients from new Gravity Forms submissions

  • Gravity Forms logo
  • Practifi logo
Gravity Forms + Practifi

Create Practifi clients from new Interact leads for seamless lead management

  • Interact logo
  • Practifi logo
Interact + Practifi

Supported triggers and actions

What does this mean?
    • Client Key

    • Client Name

    • Entity Type

    • Notes

    • Segment

    • Stage

    • Housing Status

    • Marital Status

    • Trading Name

    • Tax Registration Number

    • Incorporation Date

    • Liability

    • Trading Name

    • Tax Registration Number

    • Trust Type

    • Deed Date

    • Key

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Key

    • Salutation

    • First Name

    • Last Name

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Type

    • Street

    • City

    • State

    • Postal Code

    • Country

    • Street

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
    • Update usingRequired

    • Id

    • Client Key

    • Client Name

    • Entity Type

    • Notes

    • Segment

    • Stage

    • Housing Status

    • Marital Status

    • Trading Name

    • Tax Registration Number

    • Incorporation Date

    • Liability

    • Trading Name

    • Tax Registration Number

    • Trust Type

    • Deed Date

    • IdRequired

    • Key

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Id

    • Key

    • Salutation

    • First Name

    • Last Name

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Type

    • Street

    • City

    • State

    • Postal Code

    • Country

    • Street

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
    • Update usingRequired

    • Id

    • Key

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Client Key

    Action
    Write
    • Update usingRequired

    • Id

    • Key

    • Prospect Name

    • Notes

    • Segment

    • Id

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Street

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
    • Update usingRequired

    • Id

    • Client Key

    • Client Name

    • Entity Type

    • Notes

    • Segment

    • Stage

    • Housing Status

    • Marital Status

    • Trading Name

    • Tax Registration Number

    • Incorporation Date

    • Liability

    • Trading Name

    • Tax Registration Number

    • Trust Type

    • Deed Date

    • Id

    • Key

    • Salutation

    • First Name

    • Last Name

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Id

    • Key

    • Salutation

    • First Name

    • Last Name

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Type

    • Street

    • City

    • State

    • Postal Code

    • Country

    • Street

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
    • Update usingRequired

    • Id

    • Key

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    Action
    Write
    • Key

    • Prospect Name

    • Notes

    • Start New Prospect Process

    • Segment

    • Key

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Street

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
    • Update usingRequired

    • Id

    • Key

    • Prospect Name

    • Notes

    • Segment

    • IdRequired

    • Key

    • Salutation

    • First Name

    • Last NameRequired

    • Birth Date

    • Email

    • Mobile Phone

    • Home Phone

    • Business Phone

    • Other Phone

    • Street

    • City

    • State

    • Postal Code

    • Country

    Action
    Write
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practifi logo

About Practifi

Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
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Related categories

  • CRM (Customer Relationship Management)

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