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.
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 Exported
Triggers only once when files have been generated and includes a list of the files.
- automatically do this!Update Module Entry
Update existing entry in the selected module
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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. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
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File Generated
Triggers for every file that has been generated.
Try ItProject IDRequired
File Category
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.
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