PreciseFP

PreciseFP + Contactually Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect PreciseFP and Contactually, with as many as 49 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect PreciseFP + Contactually and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Client/Prospect

Triggers when a Client or Prospect is created.

Create Engagement

Engages a client or co-client with the desired template.

New Engagement Completed

Triggers when a client or prospect completes an engagement.

Create Account

Creates a new client or prospect account.

New Bucketed Contact

Triggered when a contact is added to the specified bucket.

Bucket Contact

Add the contact to a bucket.

New Contact

Triggers when a new Contact is created.

Create Task

Create a new Task.

New Engagement Created

Triggers when a client or prospect is engaged.

Create/Update Contact

Creates a new contact or updates an existing contact.

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Become a Zapier Integration Partner

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

Grow your most important asset, relationships, and enhance your real estate work with Contactually’s CRM that brings together your email and contacts, helps you know when to reach out to individuals, and maintain your relationships with direct and automated messages.

See Contactually Integrations