PreciseFP + Redtail CRM

Add projects in PreciseFP when new contacts are created in Redtail

With the help of Zapier, you don't need to manually add your new Redtail CRM contacts to PreciseFP. This integration will automatically add every new Redtail CRM Contact to PreciseFP as a new prospect.

With the help of Zapier, you don't need to manually add your new Redtail CRM contacts to PreciseFP. This integration will automatically add every new Redtail CRM Contact to PreciseFP as a new prospect.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    PreciseFPPreciseFP
    Create Account

    Creates a new client or prospect account.

    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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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