PreciseFP + Redtail CRM

Create Redtail CRM activities for new PreciseFP form engagements

Easily track client interactions and stay organized by connecting PreciseFP and Redtail CRM with this seamless workflow. Whenever a new form engagement is created in PreciseFP, an activity will be created in Redtail CRM, ensuring that all client information and engagement history is consistently up-to-date. Save time and enhance your client relationship management process by integrating these powerful tools.

When this happens...
New Form Engagement Created
Triggers when a client or prospect is engaged with a form template.
TriggerInstant
automatically do this!
Create Activity
Creates a new activity in your database.
ActionWrite

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Supported triggers and actions

What does this mean?

- TypeRequired
Trigger
Instant
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- TypeRequired
- Pipeline StageRequired
Trigger
Instant
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- Template
Trigger
Instant
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- Pdf Template
Trigger
Instant
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- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Email AddressRequired
Action
Search
- Email AddressRequired
- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

- TypeRequired
Trigger
Instant
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- Template
- Include Engagement DataRequired
- Include PDF Copy of Engagement
Trigger
Instant
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- Template
Trigger
Instant
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- Pdf Template
Trigger
Instant
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- Template IDRequired
- Authentication Method
- AccountRequired
- ContactRequired
- Secondary ContactRequired
- Send New Engagement EmailRequired
- Enable Periodic Email RemindersRequired
- Enable Thank You EmailRequired
Action
Write
- Account IdRequired
Action
Search
- Account IdRequired
- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write

About PreciseFP

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

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Add projects in PreciseFP when new contacts are created in Redtail

PreciseFP + Redtail CRM

Create Redtail CRM activities for new PreciseFP form engagements

New Client/Prospect

New Client/Prospect Staged in Pipeline

New Form Engagement Created

Template

New PDF Engagement Completed

Pdf Template

Create Account

Client Phone Number

Co-Client First Name

Co-Client Last Name

Co-Client Email

Co-Client Phone Number

Find Account

Find or Create Account

Client Phone Number

Co-Client First Name

Co-Client Last Name

Co-Client Email

Co-Client Phone Number

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Contact Status

Contact Category

Contact Source

Salutation

Date of Birth

Referred By

Servicing Advisor

Writing Advisor

Job Title

Gender

Client Since

Date of Birth Reminder

Tax ID

Marital Status

Anniversary

Email Address

Email Type

Phone Number

Phone Type

Country Code

Street Address

Secondary Address

City

State

Country

Zip Code

Address Type

Update Activity

Subject

Description

Activity Type

Activity Category

Start Date

End Date

All Day

Location

Priority

Importance

Update Opportunity

Name

Description

Assigned To

Stage

Email Address

Projected Revenue

Actual Revenue

Probability

Amount

Close Date

Opportunity Type

New Client/Prospect Deleted

New Form Engagement Completed