PreciseFP Integrations

Do more with PreciseFP

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Connect to 1,500+ Apps

Wealthbox CRM

CRM (Customer Relationship Management)

54 Integrations

Redtail CRM

CRM (Customer Relationship Management)

18 Integrations

Pipedrive

CRM (Customer Relationship Management)

78 Integrations

Connect PreciseFP to 1,500+ Apps

  • Create new Redtail CRM contacts for new PreciseFP clients and prospects

    PreciseFP + Redtail CRM

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  • Save PreciseFP uploaded documents to Dropbox

    PreciseFP + Dropbox

  • Create Redtail CRM activities for new PreciseFP completed engagements

    PreciseFP + Redtail CRM

  • Save PreciseFP uploaded documents to Google Drive

    PreciseFP + Google Drive

  • Create new Wealthbox CRM contacts for new PreciseFP clients and prospects

    PreciseFP + Wealthbox CRM

PreciseFP Integration Details

Launched on Zapier:

The following PreciseFP Triggers, Searches, and Actions are supported by Zapier:

Triggers

InstantNew Client/Prospect

Triggers when a Client or Prospect is created.

InstantNew Client/Prospect Deleted

Triggers when a Client or Prospect is deleted.

InstantNew Engagement Created

Triggers when a client or prospect is engaged.

InstantNew Engagement Completed

Triggers when a client or prospect completes an engagement.

InstantNew Client/Prospect Staged in Pipeline

Triggers when a Client or Prospect is moved to a Pipeline Stage.

InstantNew Engagement Opened

Triggers when a client or prospect opens an engagement.

Actions

Create Account

Creates a new client or prospect account.

Create Engagement

Engages a client or co-client with the desired template.

Connect PreciseFP to 1,500+ Apps

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