Create new PreciseFP accounts from new Wealthbox CRM contacts
Strengthen your financial services workflow with this Wealthbox CRM to PreciseFP integration. Whenever a new contact is added in Wealthbox CRM, an account gets swiftly created in PreciseFP. This efficient automation ensures you stay on top of your client management, saving valuable time and improving coordination between your applications.
Strengthen your financial services workflow with this Wealthbox CRM to PreciseFP integration. Whenever a new contact is added in Wealthbox CRM, an account gets swiftly created in PreciseFP. This efficient automation ensures you stay on top of your client management, saving valuable time and improving coordination between your applications.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new client or prospect account.
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