magicplan + Zoho CRM
Generate magicplan projects with updated Zoho CRM module entries
Effortlessly create new magicplan projects with this integration, which automatically generates a project as soon as a module entry in ZOHO CRM is updated. You can customize this Zap to fit your needs and transfer any deal or customer data important to you.
Effortlessly create new magicplan projects with this integration, which automatically generates a project as soon as a module entry in ZOHO CRM is updated. You can customize this Zap to fit your needs and transfer any deal or customer data important to you.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- 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
