magicplan + Zoho CRM
magicplan + Zoho CRM
Update Zoho CRM module entries with new projects exported in magicplan
This integration automatically updates a Zoho CRM module entry when a project is exported in your magicplan account. Keep your CRM data up to date without the hassle of manual data entry.
- When this happens...Project ExportedTriggers only once when files have been generated and includes a list of the files.
- automatically do this!Update Module EntryUpdate existing entry in the selected module
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More things you can do with magicplan and Zoho CRM
Discover other triggers and actions you can use with magicplan and Zoho CRM
- Project Exported
Triggers only once when files have been generated and includes a list of the files.
Try ItTriggerInstant - Project 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
ActionWrite- 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 ItTriggerPolling - ModuleRequired
Try ItTriggerInstant
- File Generated
Triggers for every file that has been generated.
Try ItTriggerInstant - Project IDRequired
- File Category
ActionSearch- 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 ItTriggerPolling - New 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 ItTriggerPolling
