PreciseFP + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between PreciseFP and Redtail CRM.

Get started with workflows like: Create new Redtail CRM contacts for new PreciseFP clients and prospects. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect PreciseFP + Redtail CRM in Minutes

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

All Triggers & Actions

InstantNew Client/Prospect

Triggers when a Client or Prospect is created.

InstantNew Client/Prospect Staged in Pipeline

Triggers when a Client or Prospect is moved to a Pipeline Stage.

InstantNew Engagement Created

Triggers when a client or prospect is engaged.

InstantNew Activity

Triggers when a new activity is created.

InstantNew Client/Prospect Deleted

Triggers when a Client or Prospect is deleted.

InstantNew Engagement Completed

Triggers when a client or prospect completes an engagement.

InstantNew Engagement Opened

Triggers when a client or prospect opens an engagement.

InstantNew Contact

Triggers when a new contact is created.

How PreciseFP + Redtail CRM Integrations Work

  1. Step 1: Authenticate PreciseFP + Redtail CRM.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect PreciseFP + Redtail CRM