PreciseFP + Wealthbox CRM
Create new Wealthbox CRM contacts for new PreciseFP clients and prospects
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.
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.
- When this happens...New Client/Prospect
Triggers when a Client or Prospect is created.
- automatically do this!Create Contact
Creates a new contact.
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- 14 day trial for premium features & apps
About PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.