Salesforce Integration
Salesforce is a leading enterprise customer relationship
manager (CRM) application.
Integrate with Salesforce
Keeping track of your leads and deals in Salesforce while managing projects in magicplan at the same time can be a little overwhelming. With this integration, you’ll automatically create new magicplan projects from Salesforce, including all of your customer data. No more double work and less room for error. Plus, you can quickly move files from magicplan to Salesforce and set new deal stages.
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• Create magicplan projects from new updates to Salesforce records
• Add new magicplan files to Salesforce as attachments
• Update Salesforce records when new magicplan projects are exported
• And many more ...
