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.

  1. When this happens...
    Zoho CRMZoho CRM
    Updated Module Entry

    Triggers instantaneously when a module entry is updated

    TriggerInstant
  2. automatically do this!
    magicplanmagicplan
    Create New Project

    Create a new magicplan project assigned to a workspace member.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
Learn more

Related categories

  • Images & Design
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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