Redtail CRM

Redtail CRM + PreciseFP Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Redtail CRM and PreciseFP, with as many as 22 possible integrations. Are you ready to find your productivity superpowers?

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Connect Redtail CRM + PreciseFP in Minutes

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

All Triggers & Actions

InstantNew Activity

Triggers when a new activity is created.

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.

Create Account

Creates a new client or prospect account.

InstantNew Contact

Triggers when a new contact is created.

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 Engagement

Engages a client or co-client with the desired template.

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