1.Monitors engagement closed
Integrate PreciseFP and intake form data to extract submission fields and trigger welcome onboarding processing.
Start a welcome workflow for completed intake forms
Automatically monitor engagement closed events across PreciseFP and Wealthbox CRM. Create and update when contacts are found or missing, so you can match records, create contact records, and start welcome workflows without manual onboarding kickoff.
How this automation kicks off welcome onboarding faster
When engagement closed happens, intake data can sit unused while advisors wait to kick off onboarding. This automation enriches and finds or creates contacts and starts the configured welcome workflow templateβso your team can onboard same day.
PreciseFPor swap with your favorite app
2.Finds matching contact
Integrate Wealthbox CRM and CRM lookup tools to search by submission email and return the contact record for branching.
Wealthbox CRMor swap with your favorite app
3.Filters for qualifying records
Integrate Filter by Zapier and routing rules to continue only when a contact match status meets the criteria.
Filter by Zapieror swap with your favorite app
4.Creates contact on no match
Integrate Wealthbox CRM and contact field mapping to create a new contact when no match is found.
5.Starts configured welcome workflow
Integrate Wealthbox CRM and workflow templates to start the welcome workflow for the linked contact automatically.
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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