PreciseFP + SMS by Zapier
Send SMS messages when a new client/prospect is deleted from PreciseFP
It's crucial to keep your compliance person up-to-date with information that is removed from your PreciseFP account. This Zapier integration will send an SMS message to a designated phone number whenever a client or prospect is deleted from PreciseFP.
It's crucial to keep your compliance person up-to-date with information that is removed from your PreciseFP account. This Zapier integration will send an SMS message to a designated phone number whenever a client or prospect is deleted from PreciseFP.
- When this happens...New Client/Prospect Deleted
Triggers when a Client or Prospect is deleted.
- automatically do this!Send SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
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About PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
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About SMS by Zapier
Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!