magicplan + Zoho CRM
Create new magicplan projects from new module entries in Zoho CRM
Optimize your project management process with this simple workflow. When a new module entry occurs inside your Zoho CRM, a new project is instantly created in the Magicplan app. This automation not only saves you the hassle of manual entries but also ensures seamless data transfer between your CRM and project management tools. Perfect for busy professionals keen on efficient and error-free operations.
Optimize your project management process with this simple workflow. When a new module entry occurs inside your Zoho CRM, a new project is instantly created in the Magicplan app. This automation not only saves you the hassle of manual entries but also ensures seamless data transfer between your CRM and project management tools. Perfect for busy professionals keen on efficient and error-free operations.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create New Project
Create a new magicplan project assigned to a workspace member.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
