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Practifi Integrations

CRM (Customer Relationship Management)

Do more with Practifi integrations

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Integrate CloudTalk with PractifiIntegrate CloudTalk with Practifi
CloudTalk
Phone & SMS
Integrate Google Forms (Legacy) with PractifiIntegrate Google Forms (Legacy) with Practifi
Google Forms (Legacy)
Forms & Surveys, Google
Integrate Jotform with PractifiIntegrate Jotform with Practifi
Jotform
Forms & Surveys
Integrate Square with PractifiIntegrate Square with Practifi
Square
eCommerce, Payment Processing
Integrate Docusign with PractifiIntegrate Docusign with Practifi
Docusign
Signatures
Integrate Wealthbox CRM with PractifiIntegrate Wealthbox CRM with Practifi
Wealthbox CRM
CRM (Customer Relationship Management)
Integrate PractiTest with PractifiIntegrate PractiTest with Practifi
PractiTest
Developer Tools
Integrate Slack with PractifiIntegrate Slack with Practifi
Slack
Team Chat
Integrate Google Calendar with PractifiIntegrate Google Calendar with Practifi
Google Calendar
Calendar, Google
Integrate CloudTalk with PractifiIntegrate CloudTalk with Practifi
CloudTalk
Phone & SMS
Integrate Google Forms (Legacy) with PractifiIntegrate Google Forms (Legacy) with Practifi
Google Forms (Legacy)
Forms & Surveys, Google
Integrate Jotform with PractifiIntegrate Jotform with Practifi
Jotform
Forms & Surveys
Integrate Square with PractifiIntegrate Square with Practifi
Square
eCommerce, Payment Processing
Integrate Docusign with PractifiIntegrate Docusign with Practifi
Docusign
Signatures
Integrate Wealthbox CRM with PractifiIntegrate Wealthbox CRM with Practifi
Wealthbox CRM
CRM (Customer Relationship Management)
Integrate CloudTalk with PractifiIntegrate CloudTalk with Practifi
CloudTalk
Phone & SMS
Integrate Google Forms (Legacy) with PractifiIntegrate Google Forms (Legacy) with Practifi
Google Forms (Legacy)
Forms & Surveys, Google
Integrate Jotform with PractifiIntegrate Jotform with Practifi
Jotform
Forms & Surveys
Integrate Square with PractifiIntegrate Square with Practifi
Square
eCommerce, Payment Processing
Integrate Docusign with PractifiIntegrate Docusign with Practifi
Docusign
Signatures
Integrate Wealthbox CRM with PractifiIntegrate Wealthbox CRM with Practifi
Wealthbox CRM
CRM (Customer Relationship Management)
Integrate PractiTest with PractifiIntegrate PractiTest with Practifi
PractiTest
Developer Tools
Integrate Slack with PractifiIntegrate Slack with Practifi
Slack
Team Chat
Integrate Google Calendar with PractifiIntegrate Google Calendar with Practifi
Google Calendar
Calendar, Google

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Quickly automate Practifi integrations with Zapier's templates

  • Create new Practifi clients from Paperform form submissions

    • 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 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 clients in Practifi from new Instapage form submissions

    • Instapage logo
    • Practifi logo
    Instapage + Practifi
  • Create new Practifi clients from Paperform form submissions

    • 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 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 clients in Practifi from new Instapage form submissions

    • Instapage logo
    • Practifi logo
    Instapage + Practifi
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

        • 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 Name
          Required
        • 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 using
          Required
        • 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
          Required
        • 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 using
          Required
        • Id
        • Key
        • Salutation
        • First Name
        • Last Name
          Required
        • Birth Date
        • Email
        • Mobile Phone
        • Home Phone
        • Business Phone
        • Other Phone
        • Client Key
        Action
        Write
        • Update using
          Required
        • Id
        • Key
        • Prospect Name
        • Notes
        • Segment
        • Id
        • Salutation
        • First Name
        • Last Name
          Required
        • Birth Date
        • Email
        • Mobile Phone
        • Home Phone
        • Business Phone
        • Other Phone
        • Street
        • City
        • State
        • Postal Code
        • Country
        Action
        Write
        • Update using
          Required
        • 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
          Required
        • 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 using
          Required
        • Id
        • Key
        • Salutation
        • First Name
        • Last Name
          Required
        • 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 Name
          Required
        • Birth Date
        • Email
        • Mobile Phone
        • Home Phone
        • Business Phone
        • Other Phone
        • Street
        • City
        • State
        • Postal Code
        • Country
        Action
        Write
        • Update using
          Required
        • Id
        • Key
        • Prospect Name
        • Notes
        • Segment
        • Id
        • Key
        • Salutation
        • First Name
        • Last Name
          Required
        • Birth Date
        • Email
        • Mobile Phone
        • Home Phone
        • Business Phone
        • Other Phone
        • Street
        • City
        • State
        • Postal Code
        • Country
        Action
        Write

      Practifi Help & Support

      Common questions

      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.
      Related categories
      Similar apps
      Zapier Interfaces integrationsZapier Interfaces integrations
      Zapier Interfaces
      App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

      Popular Practifi Integrations

      • CloudTalk
      • Google Forms (Legacy)
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