PreciseFP

PreciseFP + Zoho CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect PreciseFP and Zoho CRM, with as many as 37 possible integrations. Are you ready to find your productivity superpowers?

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Zoho CRM is a Premium integration on Zapier.

It's easy to connect PreciseFP + Zoho 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 Entry in Module (Instant)

Triggers when any entry is created in the specified module. Note: Requires a Zoho plan of at least "professional".

Create Lead

Creates a new lead.

New Contact

Triggers when a new contact is created.

Create Contact

Creates a new contact.

New Lead

Triggers when a new lead is created.

Update Contact

Updates a contact.

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

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

See Zoho CRM Integrations