magicplan + Salesforce
Create magicplan projects from new updates to Salesforce records
This zap creates a new magicplan project when a field in Salesforce is updated. You can customize this zap to automatically transfer project and customer data to magicplan, no added clicks or keystrokes needed.
This zap creates a new magicplan project when a field in Salesforce is updated. You can customize this zap to automatically transfer project and customer data to magicplan, no added clicks or keystrokes needed.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create New Project
Create a new magicplan project assigned to a workspace member.
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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 Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
