PreciseFP

PreciseFP + Wealthbox CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect PreciseFP and Wealthbox CRM, with as many as 65 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect PreciseFP + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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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 Task

Triggers when a new task is created.

Create Contact

Creates a new contact.

New Event

Triggers when a new event is created.

Create Event

Creates a new event.

New Contact

Triggers when a new contact is created.

Create Task

Creates a new task.

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

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

See Wealthbox CRM Integrations