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magicplan + Microsoft Dynamics 365 CRM

magicplan + Microsoft Dynamics 365 CRM

magicplan + Microsoft Dynamics 365 CRM integrations

Create new magicplan projects for each Microsoft Dynamics 365 CRM contact

Effortlessly manage your sales leads and project creation process with this seamless workflow between Microsoft Dynamics 365 CRM and magicplan. When you add a new contact in Microsoft Dynamics 365 CRM, a new project will be created in magicplan for efficient tracking and organization. Save time and increase productivity by streamlining your sales and project management processes with this useful automation.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create New Project
    Create New Project
    Create New ProjectCreate a new magicplan project assigned to a workspace member.
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More things you can do with Microsoft Dynamics 365 CRM and magicplan

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and magicplan

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About magicplan
magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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