PreciseFP and Salesflare

How to connect PreciseFP

When new Client/Prospect in PreciseFP, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Client/Prospect Staged in Pipeline in PreciseFP, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Form Engagement Completed in PreciseFP, find or create contact in Salesflare.
When new Form Engagement Created in PreciseFP, find or create contact in Salesflare.
When new Form Engagement Opened in PreciseFP, find or create contact in Salesflare.
When new Account in Salesflare, create Account in PreciseFP.

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

Start a workflow when this happens

New Client/Prospect — Triggers when a Client or Prospect is created.
New Client/Prospect Deleted — Triggers when a Client or Prospect is deleted.
New Client/Prospect Staged in Pipeline — Triggers when a Client or Prospect is moved to a Pipeline Stage.
New Form Engagement Completed — Triggers when a client or prospect completes an form engagement.
New Form Engagement Created — Triggers when a client or prospect is engaged with a form template.

Show 3 more triggers

New Form Engagement Opened — Triggers when a client or prospect opens an form engagement.
New PDF Engagement Completed — Triggers when a Pdf Engagement is completed
New PDF Engagement Created — Triggers when a new PDF engagement is created.

Things Salesflare can make it do

Create Account — Creates a new client or prospect account.
Create Form Engagement — Engages a client or co-client with the desired form template.
Find or Create Account — Find or Create Account
Move the Account to a Pipeline Stage — ⚠️ Warning: If you want to conduct stage transitions for both account types (client/prospect), create two separate triggers.