PreciseFP + Wealthbox CRM

Create tasks in Wealthbox CRM for new engagements opened in PreciseFP

When a new form engagement is opened in PreciseFP, streamline your process by instantly creating a task in Wealthbox CRM. This convenient workflow enables your team to stay on top of tasks, ensuring prompt follow-up on new engagements. Improve productivity and efficiently manage client interactions in your financial planning business.

When a new form engagement is opened in PreciseFP, streamline your process by instantly creating a task in Wealthbox CRM. This convenient workflow enables your team to stay on top of tasks, ensuring prompt follow-up on new engagements. Improve productivity and efficiently manage client interactions in your financial planning business.

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

    Triggers when a client or prospect opens an form engagement.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Task

    Creates a new task.

    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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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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