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PreciseFP Integrations

Forms & Surveys

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Integrate Wealthbox CRM with PreciseFP

Wealthbox CRM

CRM (Customer Relationship Management)
Integrate HubSpot with PreciseFP

HubSpot

Marketing Automation
Integrate Google Drive with PreciseFP

Google Drive

File Management & Storage, Google
Integrate Calendly with PreciseFP

Calendly

Scheduling & Booking
Integrate Gmail with PreciseFP

Gmail

Email, Google
Integrate Google Sheets with PreciseFP

Google Sheets

Google, Spreadsheets
Integrate OneDrive with PreciseFP

OneDrive

File Management & Storage, Microsoft
Integrate Salesforce with PreciseFP

Salesforce

CRM (Customer Relationship Management), Premium
Integrate Microsoft Outlook with PreciseFP

Microsoft Outlook

Email, Microsoft
Integrate Citrix ShareFile with PreciseFP

Citrix ShareFile

File Management & Storage
Integrate Acuity Scheduling with PreciseFP

Acuity Scheduling

Scheduling & Booking
Integrate Mailchimp with PreciseFP

Mailchimp

Email Newsletters
Integrate ScheduleOnce with PreciseFP

ScheduleOnce

Scheduling & Booking
Integrate Slack with PreciseFP

Slack

Team Chat
Integrate Google Calendar with PreciseFP

Google Calendar

Calendar, Google
Integrate Redtail CRM with PreciseFP

Redtail CRM

CRM (Customer Relationship Management)
Integrate Google Contacts with PreciseFP

Google Contacts

Contact Management, Google
Integrate ActiveCampaign with PreciseFP

ActiveCampaign

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets
Integrate QuickBooks Online with PreciseFP

QuickBooks Online

Accounting, Premium
Integrate Box with PreciseFP

Box

File Management & Storage
Integrate Pipedrive with PreciseFP

Pipedrive

CRM (Customer Relationship Management)
Integrate DocuSign with PreciseFP

DocuSign

Signatures
Integrate Trello with PreciseFP

Trello

Project Management
Integrate Airtable with PreciseFP

Airtable

Databases
Integrate Google Forms with PreciseFP

Google Forms

Forms & Surveys, Google
Integrate Microsoft Dynamics 365 CRM with PreciseFP

Microsoft Dynamics 365 CRM

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

JotForm

Forms & Surveys
Integrate Keap Max Classic with PreciseFP

Keap Max Classic

Marketing Automation, Premium
Integrate ConvertKit with PreciseFP

ConvertKit

Drip Emails
Integrate Streak with PreciseFP

Streak

CRM (Customer Relationship Management)
Integrate Squarespace with PreciseFP

Squarespace

Forms & Surveys
Integrate Copper with PreciseFP

Copper

CRM (Customer Relationship Management)
Integrate Drop Cowboy with PreciseFP

Drop Cowboy

Beta, Marketing
Integrate ClickUp with PreciseFP

ClickUp

Project Management
Integrate Microsoft Teams with PreciseFP

Microsoft Teams

Microsoft, Team Chat
Integrate Agile CRM with PreciseFP

Agile CRM

CRM (Customer Relationship Management)
Integrate Process Street with PreciseFP

Process Street

Product Management
Integrate LeadConnector with PreciseFP

LeadConnector

Marketing Automation
Integrate Smartsheet with PreciseFP

Smartsheet

Spreadsheets
Integrate Microsoft Office 365 with PreciseFP

Microsoft Office 365

Email, Microsoft
Integrate Setmore Appointments with PreciseFP

Setmore Appointments

Scheduling & Booking
Integrate Google Docs with PreciseFP

Google Docs

Documents, Google
Integrate monday.com with PreciseFP

monday.com

Project Management
Integrate Mailparser with PreciseFP

Mailparser

Email
Integrate SimplyBook.me with PreciseFP

SimplyBook.me

Scheduling & Booking
Integrate SweetProcess with PreciseFP

SweetProcess

Beta, Team Collaboration
Integrate MailerLite with PreciseFP

MailerLite

Email Newsletters
Integrate MySQL with PreciseFP

MySQL

Databases, Premium
Integrate Google Slides with PreciseFP

Google Slides

Documents, Google
Integrate SignNow with PreciseFP

SignNow

Signatures
Integrate Daylite with PreciseFP

Daylite

CRM (Customer Relationship Management)
Integrate Highrise with PreciseFP

Highrise

CRM (Customer Relationship Management)
Integrate Contactually with PreciseFP

Contactually

CRM (Customer Relationship Management)
Integrate Solve CRM with PreciseFP

Solve CRM

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

Kizen

Beta, CRM (Customer Relationship Management)
Integrate Facebook Lead Ads with PreciseFP

Facebook Lead Ads

Ads & Conversion, Facebook, Premium
Integrate Typeform with PreciseFP

Typeform

Forms & Surveys
Integrate Zoom with PreciseFP

Zoom

Video Conferencing
Integrate Dropbox with PreciseFP

Dropbox

File Management & Storage
Integrate Constant Contact with PreciseFP

Constant Contact

Email Newsletters
Integrate Cognito Forms with PreciseFP

Cognito Forms

Forms & Surveys
Integrate PayPal with PreciseFP

PayPal

Payment Processing, Premium
Integrate Square with PreciseFP

Square

Payment Processing
Integrate Keap with PreciseFP

Keap

CRM (Customer Relationship Management)
Integrate Autopilot Journeys with PreciseFP

Autopilot Journeys

Marketing Automation
Integrate Google Chat with PreciseFP

Google Chat

Google, Team Chat
Integrate Formstack Documents with PreciseFP

Formstack Documents

Documents
Integrate Slybroadcast with PreciseFP

Slybroadcast

Phone & SMS
Integrate Privy with PreciseFP

Privy

eCommerce
Integrate CentrixOne with PreciseFP

CentrixOne

Beta, CRM (Customer Relationship Management)
Integrate FreshBooks with PreciseFP

FreshBooks

Accounting
Integrate WordPress with PreciseFP

WordPress

Website Builders, WordPress
Integrate Zoho CRM with PreciseFP

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho
Integrate Zendesk with PreciseFP

Zendesk

Customer Support, Premium
Integrate Wix Automations with PreciseFP

Wix Automations

CRM (Customer Relationship Management)
Integrate Wufoo with PreciseFP

Wufoo

Forms & Surveys
Integrate Intercom with PreciseFP

Intercom

Customer Support
Integrate Wave with PreciseFP

Wave

Accounting
Integrate SurveyMonkey with PreciseFP

SurveyMonkey

Forms & Surveys
Integrate Podio with PreciseFP

Podio

Project Management
Integrate Facebook Conversions with PreciseFP

Facebook Conversions

Ads & Conversion, Facebook
Integrate GetResponse with PreciseFP

GetResponse

Marketing Automation
Integrate Kartra with PreciseFP

Kartra

Marketing Automation
Integrate Close with PreciseFP

Close

CRM (Customer Relationship Management)
Integrate RD Station with PreciseFP

RD Station

Marketing Automation
Integrate Formstack with PreciseFP

Formstack

Forms & Surveys
Integrate Formidable Forms with PreciseFP

Formidable Forms

Forms & Surveys, WordPress
Integrate SQL Server with PreciseFP

SQL Server

Databases, Premium
Integrate SharpSpring with PreciseFP

SharpSpring

Marketing Automation
Integrate Teamwork with PreciseFP

Teamwork

Project Management
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 pdfFiller with PreciseFP

pdfFiller

Documents
Integrate Woodpecker.co with PreciseFP

Woodpecker.co

Drip Emails
Integrate Docparser with PreciseFP

Docparser

Documents
Integrate MoonClerk with PreciseFP

MoonClerk

Payment Processing
Integrate WishList Member with PreciseFP

WishList Member

Marketing Automation, WordPress
Integrate Cloze with PreciseFP

Cloze

CRM (Customer Relationship Management)
Integrate SuiteDash with PreciseFP

SuiteDash

Project Management
Integrate x.ai with PreciseFP

x.ai

Scheduling & Booking
Integrate SMSAPI with PreciseFP

SMSAPI

Phone & SMS
Integrate Redbooth with PreciseFP

Redbooth

Project Management
Integrate Bonsai with PreciseFP

Bonsai

Forms & Surveys
Integrate MindManager with PreciseFP

MindManager

Documents
Integrate WHMCS with PreciseFP

WHMCS

CRM (Customer Relationship Management), Premium
Integrate Moxtra with PreciseFP

Moxtra

Team Collaboration
Integrate OneBill with PreciseFP

OneBill

Accounting
Integrate Tidio with PreciseFP

Tidio

Customer Support
Integrate Automizy with PreciseFP

Automizy

Marketing Automation
Integrate Practifi with PreciseFP

Practifi

Beta, CRM (Customer Relationship Management)
Integrate Canopy with PreciseFP

Canopy

Accounting, Beta
Integrate Zoho WorkDrive with PreciseFP

Zoho WorkDrive

File Management & Storage, Zoho
Integrate Accelo with PreciseFP

Accelo

Project Management
Integrate InvoiceBerry with PreciseFP

InvoiceBerry

Accounting

Popular ways to use PreciseFP workflows

  • Save PreciseFP uploaded documents to Dropbox

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

      Step 1: New Engagement Completed

    2. Then do this

      Step 2: Upload File

    Save PreciseFP uploaded documents to Dropbox

    Save PreciseFP uploaded documents to Dropbox
    • PreciseFP logo
    • Dropbox logo
    PreciseFP + Dropbox
  • Save PreciseFP uploaded documents to Google Drive

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

      Step 1: New 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 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

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.
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Related categories

  • Forms & Surveys

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