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
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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.