Elements Financial Advisor Tools + PreciseFP

Add new Elements prospects as prospects in PreciseFP

Managing your prospects efficiently is essential. With this integration, each new Elements prospect will be automatically added as an account in PreciseFP, streamlining your data-gathering and onboarding processes. Save time and ensure a seamless transition as you build strong relationships with potential clients.

Managing your prospects efficiently is essential. With this integration, each new Elements prospect will be automatically added as an account in PreciseFP, streamlining your data-gathering and onboarding processes. Save time and ensure a seamless transition as you build strong relationships with potential clients.

  1. When this happens...
    Elements Financial Advisor ToolsElements Financial Advisor Tools
    New Prospect

    Triggers when a new prospect is added to Elements.

    TriggerPolling
  2. automatically do this!
    PreciseFPPreciseFP
    Create Account

    Creates a new client or prospect account.

    ActionWrite
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Supported triggers and actions

    • TypeRequired

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    • TypeRequired

    • Pipeline StageRequired

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    • Template

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    • Pdf Template

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elements-financial-advisor logo
elements-financial-advisor logo

About Elements Financial Advisor Tools

Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.

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  • Forms & Surveys

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precisefp logo
precisefp logo

About PreciseFP

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

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier