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Create Redtail CRM activities for new PreciseFP completed engagements

  1. When this happensStep 1: New Engagement Completed

  2. Then do thisStep 2: Create New Activity

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.

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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

New Client/Prospect

Triggers when a Client or Prospect is created.

New Client/Prospect Staged in Pipeline

Triggers when a Client or Prospect is moved to a Pipeline Stage.

New Engagement Created

Triggers when a client or prospect is engaged.

New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Client/Prospect Deleted

Triggers when a Client or Prospect is deleted.

New Engagement Completed

Triggers when a client or prospect completes an engagement.

New Engagement Opened

Triggers when a client or prospect opens an engagement.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

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