Practifi Integrations
Do more with Practifi integrations
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Or pick an app to pair with
Google Sheets
Google, Spreadsheets
Webhooks by Zapier
Developer Tools, Zapier
Square
eCommerce, Payment Processing
Zapier Chrome extension
Notifications, Productivity, Zapier
Wealthbox CRM
CRM (Customer Relationship Management)
Slack
Team Chat
HubSpot
Marketing Automation
ActiveCampaign
Marketing Automation
Webflow
Website BuildersGoogle Sheets
Google, SpreadsheetsWebhooks by Zapier
Developer Tools, ZapierSquare
eCommerce, Payment ProcessingZapier Chrome extension
Notifications, Productivity, ZapierWealthbox CRM
CRM (Customer Relationship Management)Slack
Team ChatGoogle Sheets
Google, SpreadsheetsWebhooks by Zapier
Developer Tools, ZapierSquare
eCommerce, Payment ProcessingZapier Chrome extension
Notifications, Productivity, ZapierWealthbox CRM
CRM (Customer Relationship Management)Slack
Team ChatHubSpot
Marketing AutomationActiveCampaign
Marketing AutomationWebflow
Website BuildersJoin millions worldwide who automate their work using Zapier
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
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
Update usingRequired
Id
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
Client Key
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
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
Update usingRequired
Id
Key
Salutation
First Name
Last NameRequired
Birth Date
Email
Mobile Phone
Home Phone
Business Phone
Other Phone
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
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
About Practifi
Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.
