Integrate PreciseFP with Retently
Sync customer data collected through PreciseFP with Retently to ensure up-to-date customer profiles, trigger NPS/CSAT surveys after significant data updates or form submissions, and use survey responses to refine data collection processes.
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About PreciseFP
PreciseFP is a data management platform that streamlines data-gathering processes and automates administrative tasks.
PreciseFP to Retently
New Client/Prospect
Triggers when a Client or Prospect is created.New Client/Prospect Staged in Pipeline
Triggers when a Client or Prospect is moved to a Pipeline Stage.New Form Engagement Created
Triggers when a client or prospect is engaged with a form template.New PDF Engagement Completed
Triggers when a Pdf Engagement is completed.New Client/Prospect Deleted
Triggers when a Client or Prospect is deleted.New Form Engagement Completed
Triggers when a client or prospect completes a form engagement.New Form Engagement Opened
Triggers when a client or prospect opens a form engagement.New PDF Engagement Created
Triggers when a new PDF engagement is created.
Retently to PreciseFP
Create Account
Creates a new client or prospect account.Find Account
Finds a client or prospect account.Find or Create Account
Finds or creates a client or prospect account.Create Form Engagement
Engages a client or co-client with the desired form template.Find Account by Id
Finds a client or prospect account by ID.Find or Create Account
Finds or creates a client or prospect account.Related blog posts
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