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

Wealthbox CRM

CRM (Customer Relationship Management)

54 Integrations

Redtail CRM

CRM (Customer Relationship Management)

18 Integrations

Google Drive

File Management & Storage +1File Management & Storage, Google

42 Integrations

Connect PreciseFP to 2,000+ Apps

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

    PreciseFP + Redtail CRM

    Try It
  • 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

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.

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