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PreciseFP + Salesforce Integrations

How to connect PreciseFP + Salesforce

Zapier lets you send info between PreciseFP and Salesforce automatically—no code required.

When this happens...
PreciseFPPreciseFP
New Client/Prospect

Triggers when a Client or Prospect is created.

automatically do this!
SalesforceSalesforce
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Supported triggers and actions

What does this mean?

How PreciseFP + Salesforce Integrations Work

  1. Step 1: Authenticate PreciseFP + Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About PreciseFP

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

Related categories

  • Forms & Surveys
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn More

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