PreciseFP + Wealthbox CRM

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.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    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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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

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