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PreciseFP Integrations

Forms & Surveys

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Integrate HubSpot with PreciseFP

HubSpot

Marketing Automation
Integrate Delay by Zapier with PreciseFP

Delay by Zapier

Developer Tools, Zapier
Integrate Citrix ShareFile with PreciseFP

Citrix ShareFile

File Management & Storage
Integrate Wealthbox CRM with PreciseFP

Wealthbox CRM

CRM (Customer Relationship Management)
Integrate QuickBooks Online with PreciseFP

QuickBooks Online

Accounting
Integrate Filter by Zapier with PreciseFP

Filter by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with PreciseFP

Paths by Zapier

Developer Tools, Zapier
Integrate Gmail with PreciseFP

Gmail

Email, Google
Integrate Code by Zapier with PreciseFP

Code by Zapier

Developer Tools, Zapier
Integrate HubSpot with PreciseFP

HubSpot

Marketing Automation
Integrate Delay by Zapier with PreciseFP

Delay by Zapier

Developer Tools, Zapier
Integrate Citrix ShareFile with PreciseFP

Citrix ShareFile

File Management & Storage
Integrate Wealthbox CRM with PreciseFP

Wealthbox CRM

CRM (Customer Relationship Management)
Integrate QuickBooks Online with PreciseFP

QuickBooks Online

Accounting
Integrate Filter by Zapier with PreciseFP

Filter by Zapier

Developer Tools, Zapier
Integrate HubSpot with PreciseFP

HubSpot

Marketing Automation
Integrate Delay by Zapier with PreciseFP

Delay by Zapier

Developer Tools, Zapier
Integrate Citrix ShareFile with PreciseFP

Citrix ShareFile

File Management & Storage

Connect your apps and automate workflows

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Popular ways to use PreciseFP workflows

  • Create Redtail CRM contacts for new PreciseFP clients and prospects

    • PreciseFP logo
    • Redtail CRM logo
    PreciseFP + Redtail CRM
    More details
    1. When this happens

      Step 1: New Client/Prospect

    2. Then do this

      Step 2: Create Contact

    Create Redtail CRM contacts for new PreciseFP clients and prospects

    Create Redtail CRM contacts for new PreciseFP clients and prospects
    • PreciseFP logo
    • Redtail CRM logo
    PreciseFP + Redtail CRM
  • Save PreciseFP uploaded documents to Dropbox

    • PreciseFP logo
    • Dropbox logo
    PreciseFP + Dropbox
    More details
    1. When this happens

      Step 1: New Form Engagement Completed

    2. Then do this

      Step 2: Upload File

  • Create Redtail CRM activities for new PreciseFP completed engagements

    • PreciseFP logo
    • Redtail CRM logo
    PreciseFP + Redtail CRM
    More details
    1. When this happens

      Step 1: New Form Engagement Completed

    2. Then do this

      Step 2: Create Activity

  • Save PreciseFP uploaded documents to Google Drive

    • PreciseFP logo
    • Google Drive logo
    PreciseFP + Google Drive
    More details
    1. When this happens

      Step 1: New Form Engagement Completed

    2. Then do this

      Step 2: Upload File

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

    • PreciseFP logo
    • Wealthbox CRM logo
    PreciseFP + Wealthbox CRM
    More details
    1. When this happens

      Step 1: New Client/Prospect

    2. Then do this

      Step 2: Create Contact

  • Add Wealthbox CRM tasks for new PreciseFP completed engagements

    • PreciseFP logo
    • Wealthbox CRM logo
    PreciseFP + Wealthbox CRM
    More details
    1. When this happens

      Step 1: New Form Engagement Completed

    2. Then do this

      Step 2: Create Task

  • Add new PreciseFP clients and prospects to Google Contacts

    • PreciseFP logo
    • Google Contacts logo
    PreciseFP + Google Contacts
    More details
    1. When this happens

      Step 1: New Client/Prospect

    2. Then do this

      Step 2: Create Contact

  • Send SMS messages when a new client/prospect is deleted from PreciseFP

    • PreciseFP logo
    • SMS by Zapier logo
    PreciseFP + SMS by Zapier
    More details
    1. When this happens

      Step 1: New Client/Prospect Deleted

    2. Then do this

      Step 2: Send SMS

Supported triggers and actions

What does this mean?
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About PreciseFP

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

Related categories

  • Forms & Surveys

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