PreciseFP + Redtail CRM

Create new contacts in Redtail CRM from new form engagements completed in PreciseFP

When a new form engagement is completed in PreciseFP, this workflow will create a new contact in Redtail CRM. Streamline your customer management process and save time manually entering data. This seamless automation ensures that every engagement is promptly stored in your CRM, keeping all your contact information up-to-date and in one place.

When a new form engagement is completed in PreciseFP, this workflow will create a new contact in Redtail CRM. Streamline your customer management process and save time manually entering data. This seamless automation ensures that every engagement is promptly stored in your CRM, keeping all your contact information up-to-date and in one place.

  1. When this happens...
    PreciseFPPreciseFP
    New Form Engagement Completed

    Triggers when a client or prospect completes an form engagement.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
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 moreHelp

Related categories

  • Forms & Surveys

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Zapier Interfaces

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

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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