PreciseFP Integrations

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

    With the help of Zapier, you don't need to manually add your new PreciseFP clients/prospects to Redtail CRM. This integration will automatically add every new PreciseFP client and prospect to Redtail CRM as a new contact.

    How this PreciseFP-Redtail CRM integration works.

    1. New client/prospect is created in PreciseFP
    2. Zapier creates a new contact in Redtail CRM

    Apps involved

    • PreciseFP
    • Redtail CRM
  • Save PreciseFP uploaded documents to Dropbox

    Having a hard time sorting through all documents uploaded by your clients and prospects? Enable this integration and Zapier will automatically copy to Dropbox folder you specify, any document saved to your client's or prospect's profile.

    How this PreciseFP-Google Drive integration works.

    1. A new document is saved to a PreciseFP client or prospect profile.
    2. Zapier will upload a copy of the document to Dropbox.

    Apps involved

    • PreciseFP
    • Dropbox
  • Add Redtail CRM activities when PreciseFP forms are closed

    When one of your clients completes a form, there is a significant amount of vital data to be analyzed. This integration will add a new Redtail CRM activity whenever a PreciseFP form is closed, so that you can keep track of PreciseFP forms you need to review from within your Redtail CRM.

    How this PreciseFP-Redtail CRM integration works.

    1. New form is closed in PreciseFP
    2. Zapier adds a new activity in Redtail CRM

    Apps involved

    • PreciseFP
    • Redtail CRM
  • Save PreciseFP uploaded documents to Google Drive

    Instead of having to visit the profile of each PreciseFP client/prospect to access their uploaded documents, why not have them all copied to your Google Drive automatically? This integration will upload to Google Drive a copy of any document saved in the profile of your clients and prospects from PreciseFP.

    How this PreciseFP-Google Drive integration works.

    1. A new document is saved to a PreciseFP client or prospect profile.
    2. Zapier will upload a copy of the document to Google Drive.

    Apps involved

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

    Leverage Zapier to add new PreciseFP clients and prospects to your Wealthbox CRM without wasting time. This integration will automatically create a new Wealthbox CRM contact when a new client or prospect is created in PreciseFP.

    How this PreciseFP-Wealthbox CRM integration works.

    1. New client/prospect is created in PreciseFP
    2. Zapier creates a new contact in Wealthbox CRM

    Apps involved

    • PreciseFP
    • Wealthbox CRM
  • Add Wealthbox CRM tasks when PreciseFP forms are closed

    Reviewing all of your PreciseFP forms may prove quite a challenge. To make the reviewing process easier, this integration will create a new Wealthbox CRM task every time a PreciseFP form is closed by one your clients or prospects.

    How this PreciseFP-Wealthbox CRM integration works.

    1. New form is closed in PreciseFP
    2. Zapier adds a new task to Wealthbox CRM

    Apps involved

    • PreciseFP
    • Wealthbox CRM
  • Add new PreciseFP clients and prospects to Google Contacts

    Keep your Google contact list up-to-date automatically. This integration will create a new Google contact every time a new client or prospect is added to your PreciseFP account.

    How this PreciseFP-Google Contacts integration works.

    1. New client/prospect is created in PreciseFP.
    2. Zapier adds a new contact to your Google Contacts.

    Apps involved

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

    It's crucial to keep your compliance person up-to-date with information that is removed from your PreciseFP account. This Zapier integration will send an SMS message to a designated phone number whenever a client or prospect is deleted from PreciseFP.

    How this PreciseFP-SMS by Zapier integration works.

    1. A new client/prospect is deleted from PreciseFP
    2. Zapier sends an SMS to a designated phone number

    Apps involved

    • PreciseFP
    • SMS by Zapier
  • Send SMS messages when new PreciseFP forms are opened

    Work collaboratively with your clients and prospects in a form and help them complete it quicker. This integration will notify you via SMS message when a client or prospect opens one of your PreciseFP forms.

    How this PreciseFP-SMS by Zapier integration works.

    1. A new form is opened in PreciseFP
    2. Zapier sends an SMS to a designated phone number

    Apps involved

    • PreciseFP
    • SMS by Zapier
  • Send SMS messages when new forms are closed in PreciseFP

    Notify your review staff immediately when a new form is closed by one of your clients or prospects. This integration will send an SMS message to a designated phone number when a PreciseFP form is closed by a client or prospect.

    How this PreciseFP-SMS by Zapier integration works.

    1. A new PreciseFP form is closed
    2. Zapier sends an SMS to a designated phone number

    Apps involved

    • PreciseFP
    • SMS by Zapier
  • Send SMS messages when new forms are sent to clients and prospects from PreciseFP

    You don't need to open PreciseFP to keep tabs on what forms are sent out by your staff. With this PreciseFP - SMS by Zapier integration, you will get notified automatically via SMS message whenever a new PreciseFP form is sent to one of your clients or prospects.

    How this PreciseFP-SMS by Zapier integration works.

    1. A new PreciseFP form is sent
    2. Zapier sends an SMS to a designated phone number

    Apps involved

    • PreciseFP
    • SMS by Zapier

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PreciseFP Integration Details

Launched on Zapier September 28, 2017

Zapier combines Triggers (like "New Client/Prospect") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following PreciseFP Triggers, Searches, and Actions are supported by Zapier:

New Client/Prospect

Triggers when a Client or Prospect is created.

New Form Sent

Triggers when a new form is sent.

New Form Closed

Triggers when account form is closed.

New Form Field Saved

Triggers when account form field was saved.

New Form Opened

Triggers when account form was opened.

New Client/Prospect Field Saved

Triggers when a Client/Prospect field is updated.

New Client/Prospect Deleted

Triggers when a Client or Prospect is deleted.

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