PreciseFP
When this happens...
PreciseFPNew Client/Prospect
Then do this...
Redtail CRMCreate 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

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Engagement Completed

Triggers when a client or prospect completes an engagement.

Create Engagement

Engages a client or co-client with the desired template.

New Client/Prospect

Triggers when a Client or Prospect is created.

Create Account

Creates a new client or prospect account.

New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New Engagement Opened

Triggers when a client or prospect opens an engagement.

Create New Opportunity

Creates a new opportunity.

You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.

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Become a Zapier Integration Partner

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

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

See Redtail CRM Integrations

Connect PreciseFP + Redtail CRM

Connect the apps you use everyday and find your productivity super-powers.

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