PreciseFP

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.

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 Contact

Triggers when a new contact is added to Highrise.

Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

New Deal

Triggered when a new deal is added

Create Note for Contact

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.

New Company

Triggers when a new company is added to Highrise.

Create a Company

Creates a new company if it does not exist yet.

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

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

See Highrise Integrations