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?


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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 Client/Prospect

Triggers when a Client or Prospect is created.

Create Engagement

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

New Engagement Completed

Triggers when a client or prospect completes an engagement.

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 Created

Triggers when a client or prospect is engaged.

Create New Opportunity

Creates a new opportunity.

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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