When this happens...
PreciseFPNew Client/Prospect
Then do this...
Wealthbox CRMCreate Contact

Leverage Zapier to add new PreciseFP clients and prospects to your Wealthbox CRM without wasting time. This integration will automatically create a new Wealthbox CRM contact when a new client or prospect is created in PreciseFP.

How this PreciseFP-Wealthbox CRM integration works.

  1. New client/prospect is created in PreciseFP
  2. Zapier creates a new contact in Wealthbox CRM

Apps involved

  • PreciseFP
  • Wealthbox CRM

Why Zapier?


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It's easy to connect PreciseFP + Wealthbox 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 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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Become a Zapier Integration Partner

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