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Create new Wealthbox CRM contacts for new PreciseFP clients and prospects

  1. When this happensStep 1: New Client/Prospect

  2. Then do thisStep 2: Create 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
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Connect PreciseFP + Wealthbox CRM in Minutes

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

All Triggers & Actions

InstantNew Client/Prospect

Triggers when a Client or Prospect is created.

InstantNew Client/Prospect Staged in Pipeline

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

InstantNew Engagement Created

Triggers when a client or prospect is engaged.

Add Member to Household

Adds a new family member to a household.

Create Event

Creates a new event.

InstantNew Client/Prospect Deleted

Triggers when a Client or Prospect is deleted.

InstantNew Engagement Completed

Triggers when a client or prospect completes an engagement.

InstantNew Engagement Opened

Triggers when a client or prospect opens an engagement.

Create Contact

Creates a new contact.

Create Note

Creates a new note.

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