PreciseFP Integrations

Forms & Surveys

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HubSpot

Marketing Automation

Wealthbox CRM

CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

Redtail CRM

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Google Drive

File Management & Storage, Google

OneDrive

File Management & Storage, Microsoft

Microsoft Outlook

Calendar, Email, Microsoft

Dropbox

File Management & Storage

HubSpot

Marketing Automation

Wealthbox CRM

CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

Redtail CRM

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Wealthbox CRM

CRM (Customer Relationship Management)

Salesforce

CRM (Customer Relationship Management)

Redtail CRM

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Google Drive

File Management & Storage, Google

OneDrive

File Management & Storage, Microsoft

Microsoft Outlook

Calendar, Email, Microsoft

Dropbox

File Management & Storage

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Quickly automate PreciseFP integrations with Zapier's templates

Add Wealthbox CRM tasks for new PreciseFP completed engagements
Details
Try it
PreciseFP + Wealthbox CRM
Create Redtail CRM activities for new PreciseFP completed engagements
Details
Try it
PreciseFP + Redtail CRM
Save PreciseFP uploaded documents to Dropbox
Details
Try it
PreciseFP + Dropbox
Create new Wealthbox CRM contacts for new PreciseFP clients and prospects
Details
Try it
PreciseFP + Wealthbox CRM

Create new PreciseFP accounts for invitees when Calendly appointments are scheduled
Details
Try it
Calendly + PreciseFP

Create Redtail CRM contacts for new PreciseFP clients and prospects
Details
Try it
PreciseFP + Redtail CRM

Add Wealthbox CRM tasks for new PreciseFP completed engagements

PreciseFP + Wealthbox CRM

Create Redtail CRM activities for new PreciseFP completed engagements

PreciseFP + Redtail CRM

Save PreciseFP uploaded documents to Dropbox

PreciseFP + Dropbox

Create new Wealthbox CRM contacts for new PreciseFP clients and prospects

PreciseFP + Wealthbox CRM

Create new PreciseFP accounts for invitees when Calendly appointments are scheduled

Calendly + PreciseFP

Create Redtail CRM contacts for new PreciseFP clients and prospects

PreciseFP + Redtail CRM

Supported triggers and actions

What does this mean?

- TypeRequired
Trigger
Instant
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- TypeRequired
- Pipeline StageRequired
Trigger
Instant
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- Template
Trigger
Instant
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- Pdf Template
Trigger
Instant
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- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Email AddressRequired
Action
Search
- Email AddressRequired
- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

- TypeRequired
Trigger
Instant
Try It
- Template
- Include Engagement DataRequired
- Include PDF Copy of Engagement
Trigger
Instant
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- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Template IDRequired
- Authentication Method
- AccountRequired
- ContactRequired
- Secondary ContactRequired
- Send New Engagement EmailRequired
- Enable Periodic Email RemindersRequired
- Enable Thank You EmailRequired
Action
Write
- Account IdRequired
Action
Search
- Account IdRequired
- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

About PreciseFP

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

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Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier