magicplan + Microsoft Dynamics 365 CRM
Create new magicplan projects for each Microsoft Dynamics 365 CRM contact
Effortlessly manage your sales leads and project creation process with this seamless workflow between Microsoft Dynamics 365 CRM and magicplan. When you add a new contact in Microsoft Dynamics 365 CRM, a new project will be created in magicplan for efficient tracking and organization. Save time and increase productivity by streamlining your sales and project management processes with this useful automation.
Effortlessly manage your sales leads and project creation process with this seamless workflow between Microsoft Dynamics 365 CRM and magicplan. When you add a new contact in Microsoft Dynamics 365 CRM, a new project will be created in magicplan for efficient tracking and organization. Save time and increase productivity by streamlining your sales and project management processes with this useful automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Project
Create a new magicplan project assigned to a workspace member.
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