PreciseFP Integrations

Do more with PreciseFP

Zapier allows you to instantly connect PreciseFP with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Choose an app to connect with PreciseFP

Integrate Wealthbox CRM with PreciseFP

Wealthbox CRM

CRM (Customer Relationship Management)
Integrate Redtail CRM with PreciseFP

Redtail CRM

CRM (Customer Relationship Management)
Integrate Google Drive with PreciseFP

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Salesforce with PreciseFP

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Gmail with PreciseFP

Gmail

Email +1Email, Google
Integrate Calendly with PreciseFP

Calendly

Scheduling & Booking
Integrate Citrix ShareFile with PreciseFP

Citrix ShareFile

File Management & Storage
Integrate OneDrive with PreciseFP

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Google Sheets with PreciseFP

Google Sheets

Google +1Google, Spreadsheets
Integrate Microsoft Outlook with PreciseFP

Microsoft Outlook

Email +1Email, Microsoft
Integrate Acuity Scheduling with PreciseFP

Acuity Scheduling

Scheduling & Booking
Integrate Infusionsoft by Keap with PreciseFP

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Slack with PreciseFP

Slack

Team Chat
Integrate Google Calendar with PreciseFP

Google Calendar

Calendar +1Calendar, Google
Integrate ScheduleOnce with PreciseFP

ScheduleOnce

Scheduling & Booking
Integrate Pipedrive with PreciseFP

Pipedrive

CRM (Customer Relationship Management)
Integrate Mailchimp with PreciseFP

Mailchimp

Email Newsletters
Integrate Microsoft Office 365 with PreciseFP

Microsoft Office 365

Email +1Email, Microsoft
Integrate Dropbox with PreciseFP

Dropbox

File Management & Storage
Integrate DocuSign with PreciseFP

DocuSign

Signatures
Integrate Microsoft Excel with PreciseFP

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Trello with PreciseFP

Trello

Project Management
Integrate HubSpot with PreciseFP

HubSpot

Marketing Automation
Integrate Box with PreciseFP

Box

File Management & Storage
Integrate Copper with PreciseFP

Copper

CRM (Customer Relationship Management)
Integrate ActiveCampaign with PreciseFP

ActiveCampaign

Marketing Automation
Integrate Airtable with PreciseFP

Airtable

Databases
Integrate ConvertKit with PreciseFP

ConvertKit

Drip Emails
Integrate QuickBooks Online with PreciseFP

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Microsoft Dynamics 365 CRM with PreciseFP

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Microsoft, Premium
Integrate JotForm with PreciseFP

JotForm

Forms & Surveys
Integrate Agile CRM with PreciseFP

Agile CRM

CRM (Customer Relationship Management)
Integrate Process Street with PreciseFP

Process Street

Product Management
Integrate ClickUp with PreciseFP

ClickUp

Project Management
Integrate Smartsheet with PreciseFP

Smartsheet

Spreadsheets
Integrate Daylite with PreciseFP

Daylite

CRM (Customer Relationship Management)
Integrate Zoho CRM with PreciseFP

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate Google Contacts with PreciseFP

Google Contacts

Contact Management +1Contact Management, Google
Integrate MailerLite with PreciseFP

MailerLite

Email Newsletters
Integrate Highrise with PreciseFP

Highrise

CRM (Customer Relationship Management)
Integrate vcita with PreciseFP

vcita

Scheduling & Booking
Integrate Contactually with PreciseFP

Contactually

CRM (Customer Relationship Management)
Integrate Solve CRM with PreciseFP

Solve CRM

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Kizen with PreciseFP

Kizen

Beta +1Beta, CRM (Customer Relationship Management)
Integrate SweetProcess with PreciseFP

SweetProcess

Beta +1Beta, Team Collaboration
Integrate Facebook Lead Ads with PreciseFP

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate PayPal with PreciseFP

PayPal

Payment Processing +1Payment Processing, Premium
Integrate Autopilot with PreciseFP

Autopilot

Marketing Automation
Integrate Formstack Documents with PreciseFP

Formstack Documents

Documents
Integrate Slybroadcast with PreciseFP

Slybroadcast

Phone & SMS
Integrate Constant Contact with PreciseFP

Constant Contact

Email Newsletters
Integrate Privy with PreciseFP

Privy

eCommerce
Integrate Microsoft Teams with PreciseFP

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate FreshBooks New with PreciseFP

FreshBooks New

Accounting
Integrate Typeform with PreciseFP

Typeform

Forms & Surveys
Integrate Google Forms with PreciseFP

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Squarespace with PreciseFP

Squarespace

Forms & Surveys
Integrate Google Docs with PreciseFP

Google Docs

Documents +1Documents, Google
Integrate Wufoo with PreciseFP

Wufoo

Forms & Surveys
Integrate Zendesk with PreciseFP

Zendesk

Customer Support +1Customer Support, Premium
Integrate Intercom with PreciseFP

Intercom

Customer Support
Integrate Podio with PreciseFP

Podio

Project Management
Integrate GetResponse with PreciseFP

GetResponse

Email Newsletters +2Email Newsletters, Marketing Automation, Webinars
Integrate Streak with PreciseFP

Streak

CRM (Customer Relationship Management)
Integrate monday.com with PreciseFP

monday.com

Project Management
Integrate Mailparser with PreciseFP

Mailparser

Email
Integrate Practice Ignition with PreciseFP

Practice Ignition

Proposal & Invoice Management
Integrate BombBomb.com with PreciseFP

BombBomb.com

Drip Emails
Integrate Invoice Ninja with PreciseFP

Invoice Ninja

Proposal & Invoice Management
Integrate Cloze with PreciseFP

Cloze

CRM (Customer Relationship Management)
Integrate SMSAPI with PreciseFP

SMSAPI

Phone & SMS
Integrate Formstack with PreciseFP

Formstack

Forms & Surveys
Integrate Teamwork with PreciseFP

Teamwork

Project Management
Integrate OneBill with PreciseFP

OneBill

Accounting
Integrate Tidio with PreciseFP

Tidio

Customer Support
Integrate Redbooth with PreciseFP

Redbooth

Project Management
Integrate Bonsai with PreciseFP

Bonsai

Forms & Surveys
Integrate HighLevel with PreciseFP

HighLevel

Marketing Automation
Integrate Practifi with PreciseFP

Practifi

Beta +1Beta, CRM (Customer Relationship Management)
Integrate WishList Member with PreciseFP

WishList Member

Marketing Automation +1Marketing Automation, WordPress
Integrate Accelo with PreciseFP

Accelo

Project Management

Connect PreciseFP to 2,000+ Apps

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

    PreciseFP + Redtail CRM

  • 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

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

Triggers

Actions

Create Account

Creates a new client or prospect account.

Create Engagement

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

Searches

Find Account

Finds a client or prospect account.

Find Account by Id

Finds a client or prospect account by ID.

Connect PreciseFP to 2,000+ Apps