PreciseFP + Redtail CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect PreciseFP and Redtail CRM, with as many as 19 possible integrations. Are you ready to find your productivity superpowers?
Create new Redtail CRM contacts for new PreciseFP clients and prospects
With the help of Zapier, you don't need to manually add your new PreciseFP clients/prospects to Redtail CRM. This integration will automatically add every new PreciseFP client and prospect to Redtail CRM as a new contact.
How this PreciseFP-Redtail CRM integration works.
- New client/prospect is created in PreciseFP
- Zapier creates a new contact in Redtail CRM
- Redtail CRM
Create Redtail CRM activities for new PreciseFP completed engagements
When one of your clients completes an engagement, there is a significant amount of vital data to be analyzed. This integration will add a new Redtail CRM activity whenever a PreciseFP engagement is completed, so that you can keep track of PreciseFP engagements you need to review from within your Redtail CRM.
Add a new projects in PreciseFP when new contacts are created in Redtail
It's easy to connect PreciseFP + Redtail CRM 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 activity is created.
Creates a new activity.
Triggers when a new contact is created.
Creates a new contact.
Triggers when a client or prospect is engaged.
Creates a new opportunity.
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