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Create new Redtail CRM contacts for new PreciseFP clients and prospects

  1. When this happensStep 1: New Client/Prospect

  2. Then do thisStep 2: Create New Contact

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.

  1. New client/prospect is created in PreciseFP
  2. Zapier creates a new contact in Redtail CRM

Apps involved

  • PreciseFP
  • Redtail CRM
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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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