PreciseFP
When this happens...
Redtail CRMNew Contact

With the help of Zapier, you don't need to manually add your new Redtail CRM contacts to PreciseFP. This integration will automatically add every new Redtail CRM Contact to PreciseFP as a new prospect.

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 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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

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