magicplan + Salesforce
Create new projects in magicplan for every new record in Salesforce
Initiate a new project in magicplan the moment a fresh record appears in Salesforce. This workflow simplifies your task by auto-populating your magicplan with details from newly added Salesforce records, ensuring that your project planning remains organized and up-to-date with every single update in your CRM. You can bid goodbye to manual data entry and focus more on steering your new projects towards success.
Initiate a new project in magicplan the moment a fresh record appears in Salesforce. This workflow simplifies your task by auto-populating your magicplan with details from newly added Salesforce records, ensuring that your project planning remains organized and up-to-date with every single update in your CRM. You can bid goodbye to manual data entry and focus more on steering your new projects towards success.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create New Project
Create a new magicplan project assigned to a workspace member.
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