PreciseFP

PreciseFP + Copper Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect PreciseFP and Copper, with as many as 129 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect PreciseFP + Copper 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.

Updated Opportunity Status

Triggers when an Opportunity's status is changed.

Update Person

Updates a Person depending on the match criteria.

Updated Opportunity Stage

Triggers when an Opportunity's stage is changed.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

New Lead

Triggers when a Lead is created in Copper.

Create Person

Creates a new Person.

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

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships

See Copper Integrations