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 22 possible integrations. Are you ready to find your productivity superpowers?

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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.

Create New Activity

Creates a new activity.

Create New Opportunity

Creates a new opportunity.

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.

Create New Contact

Creates a new contact.

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