Connect AdvisorEngine CRM and PreciseFP to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate AdvisorEngine CRM with PreciseFP - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Household Created" from AdvisorEngine CRM.

Add your action

An action happens after the trigger—such as "Create Account" in PreciseFP.

You’re connected!

Zapier seamlessly connects AdvisorEngine CRM and PreciseFP, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Household Created
Triggers when a new household is created.
Trigger
Polling
Try It
- Source Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Gender
- Date of Birth
- Company
- Job Title
- Important Info
- Address Type
- Address Label
- Address Dear
- Address Mailing Name
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Type
- Phone Label
- Phone Number
- Email Type
- Email Label
- Email Address
- Additional Email
- Social Media Type
- Social Media Link
Action
Write
- Type
  Required
Trigger
Instant
Try It
- Type
  Required
- Pipeline Stage
  Required
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It

- Pdf Template
Trigger
Instant
Try It
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Template ID
  Required
- Authentication Method
- Account
  Required
- Contact
  Required
- Secondary Contact
  Required
- Send New Engagement Email
  Required
- Enable Periodic Email Reminders
  Required
- Enable Thank You Email
  Required
Action
Write
- Account Id
  Required
Action
Search
- Account Id
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- Source Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Email Primary Address
- Email Personal Address
- Email Work Address
- Primary phone
- Work phone
- Home phone
- Cellular phone
- Mailing Address State
- Mailing Address City
- Mailing Address Street Line 1
- Mailing Address Street Line 2
- Mailing Address Street Line 3
- Mailing Address Zip
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
Action
Write
- Type
  Required
Trigger
Instant
Try It
- Template
- Include Engagement Data
  Required
- Include PDF Copy of Engagement
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Account
  Required
- Pipeline Stage
  Required
Action
Write
- Email Address
  Required
Action
Search
- Email Address
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect AdvisorEngine CRM and PreciseFP to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AdvisorEngine CRM to PreciseFP integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AdvisorEngine CRM

AdvisorEngine CRM is a platform for financial advisors- automating workflows,dashboards and practice tools so you can focus more on clients and less on admin.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About PreciseFP

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

Learn moreLearn moreHelpHelp