PreciseFP + Wealthbox CRM

Add Wealthbox CRM tasks for new PreciseFP completed engagements

Reviewing all of your PreciseFP engagements may prove quite a challenge. To make the reviewing process easier, this integration will create a new Wealthbox CRM task every time a PreciseFP engagement is completed by one your clients or prospects.

Reviewing all of your PreciseFP engagements may prove quite a challenge. To make the reviewing process easier, this integration will create a new Wealthbox CRM task every time a PreciseFP engagement is completed by one your clients or prospects.

  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 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