PreciseFP + Highrise Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect PreciseFP and Highrise, with as many as 69 possible integrations. Are you ready to find your productivity superpowers?
It's easy to connect PreciseFP + Highrise and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a Client or Prospect is created.
Engages a client or co-client with the desired template.
Triggers when a client or prospect completes an engagement.
Creates a new client or prospect account.
Triggers when a new contact is added to Highrise.
Creates a new contact, or, if a contact exists, we will update it.
Triggered when a new deal is added
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Triggers when a new company is added to Highrise.
Creates a new company if it does not exist yet.
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