PreciseFP

PreciseFP Integrations

Do more with PreciseFP

Zapier allows you to instantly connect PreciseFP with 1,500+ apps to automate your work and find productivity super powers.

Connect to 1,500+ Apps

Wealthbox CRM

CRM (Customer Relationship Management)

54 Integrations

Redtail CRM

CRM (Customer Relationship Management)

18 Integrations

Pipedrive

CRM (Customer Relationship Management)

78 Integrations

OneDrive

File Management & Storage
 +1, Microsoft

18 Integrations

Salesforce

CRM (Customer Relationship Management)
 +1, Premium

114 Integrations

Gmail

Email
 +1, Google

36 Integrations

Google Drive

File Management & Storage
 +1, Google

42 Integrations

HubSpot CRM

CRM (Customer Relationship Management)

30 Integrations

Infusionsoft by Keap

Marketing Automation
 +1, Premium

48 Integrations

Connect PreciseFP to 1,500+ Apps

Create new Redtail CRM contacts for new PreciseFP clients and prospects

PreciseFP + Redtail CRM

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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

Launched on Zapier:

The following PreciseFP Triggers, Searches, 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.

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