Connecting PreciseFP to a CRM is what turns a completed fact finder into an updated client record instead of a form sitting in a separate system. PreciseFP does this through direct integrations with specific CRMs rather than a generic file export you have to reformat and upload. Setting the connection up correctly is what makes the one-click export and pre-fill features actually work.
How the CRM Connection Is Set Up and Used
Connecting starts in PreciseFP’s settings, under the integrations tab, where you enable the specific CRM the firm uses and enter its credentials. PreciseFP supports direct integrations with CRMs including Wealthbox, Redtail and Salesforce, along with financial planning tools such as eMoney, RightCapital and MoneyGuidePro. Once enabled, the connection stays active until it’s disabled or credentials expire.
With the integration enabled, you can import existing contacts from the CRM directly into PreciseFP, searching by last name rather than re-entering client details manually. This is typically the first step when bringing an existing book of clients into PreciseFP, and you can import up to 100 accounts at once instead of one at a time.
Export works the other direction. Once a client completes an engagement, you export the collected data to the connected CRM, deciding whether to create a new contact or sync with an existing record. For CRMs like Salesforce, you can go further with advanced integration mapping, defining exactly which Salesforce object and field each PreciseFP data point should land in, since default settings don’t always match how your firm has structured its CRM.
Not every integration behaves identically. Search rules, like Wealthbox requiring a contact to have a Head of Household designation, a Household Name, a Primary email, Active status and both a first and last name before it appears in the import or export search, and field mapping differences, like how employment history is stored, vary by which CRM is connected. Check your specific integration’s documentation rather than assuming every CRM connection works the same way.
PreciseFP Value: How We Connect to Your CRM
PreciseFP’s CRM integrations reduce the manual data entry that comes from running a data-gathering tool and a CRM as separate systems.
With PreciseFP, you can:
- Connect directly: Link to CRMs including Wealthbox, Redtail and Salesforce without a manual file export
- Import in bulk: Bring up to 100 existing client or prospect records into PreciseFP at once
- Export in one click: Send completed engagement data to the CRM without retyping it
- Match smartly on export: Choose to create a new contact or sync with an existing record to prevent duplicates
- Map advanced fields: Send specific PreciseFP fields to your firm’s own custom fields in supported CRMs
- Connect planning software too: Sync data with tools like eMoney, RightCapital and MoneyGuidePro alongside the CRM
To learn more about the full list of supported integrations, visit the PreciseFP integrations page.
FAQs About Connecting PreciseFP to Your CRM
Which CRMs does PreciseFP integrate with?
PreciseFP connects directly with CRMs including Wealthbox, Redtail and Salesforce, along with planning tools such as eMoney, RightCapital and MoneyGuidePro. The specific import and export rules vary by which system is connected.
Where do I enable a CRM integration in PreciseFP?
Integrations are enabled from the Settings menu under the Integrations tab, where you select the CRM and enter its credentials to activate the connection. Once enabled, the connection remains active until disabled or the credentials expire.
Can I bring my existing CRM contacts into PreciseFP?
Yes, once an integration is enabled, you can search and import existing contacts by last name, including bulk imports of up to 100 accounts at a time. This avoids manually re-entering clients the firm already has on file elsewhere.
Does exporting from PreciseFP create duplicate records in my CRM?
Not if handled correctly. During export, you choose whether to create a new contact or match the data to an existing record, which is designed to prevent duplicates when the client already exists in the CRM.