PreciseFP + Wealthbox CRM

Create new Wealthbox CRM contacts from completed PreciseFP engagements

Automate your client management process with this workflow. When a new form engagement is completed in PreciseFP, it will create a new contact within your Wealthbox CRM. This seamless integration takes the manual effort out of keeping your contact list updated and streamlined, allowing more time to focus on growing your wealth management practice.

Automate your client management process with this workflow. When a new form engagement is completed in PreciseFP, it will create a new contact within your Wealthbox CRM. This seamless integration takes the manual effort out of keeping your contact list updated and streamlined, allowing more time to focus on growing your wealth management practice.

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

    Triggers when a client or prospect completes an form engagement.

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

    Creates a new contact.

    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 more

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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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