magicplan + Salesforce
Update Salesforce records when new magicplan projects are exported
Need to keep your Salesforce records up to date with your project details? This integration can help. Once active, it automatically updates a record in your Salesforce account as soon as a new magicplan project is exported!
Need to keep your Salesforce records up to date with your project details? This integration can help. Once active, it automatically updates a record in your Salesforce account as soon as a new magicplan project is exported!
- When this happens...Project Exported
Triggers only once when files have been generated and includes a list of the files.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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Project Exported
Triggers only once when files have been generated and includes a list of the files.
Try ItProject NameRequired
User Email AddressRequired
Project TypeRequired
Project Listing Reference
Street
Street Number
Postal Code
City
Province
Country
Name
Email
Phone
Street
City
Province
Country
Postal Code
Reference
Notes
New Contact
Triggers when a new Contact is created.
Try ItNew Lead
Triggers when a new Lead is created.
Try It
