Magnetic

magnetichq.com
Logistics Productivity Analytics CRM Business management

Magnetic helps businesses capture and convert new activity into structured CRM and project information—tasks, opportunities/jobs, contacts, and time entries. Instead of relying on manual updates, Magnetic focuses on reducing data entry friction so your pipeline and work tracking stay current with less effort. It’s built for teams who need fast, accurate operational records across sales and projects.

Magnetic becomes the backbone for keeping your pipeline and projects synchronized. BOBs can translate incoming work into the right records inside your system—creating tasks, logging time on the appropriate task, and adding new opportunities/jobs and contacts when they appear. This helps prevent the common gap between “work that happened” and “data that’s recorded,” so your reporting and follow-ups stay reliable.

With Magnetic connected, BOBs can also react to changes in your task stream: when a new task is created, they can immediately decide what needs to happen next (e.g., ensuring it’s fully represented across connected tools, assigning it the right context, and confirming time tracking expectations). The result is smoother sales-to-delivery handoffs and up-to-date operational tracking.

Actions and events supported:
- Find Task
- Log Time on Task
- Create Task
- Create Opportunity/Job
- Create Contact
- New Task Created

What can BOBs do with Magnetic?

Perform actions

  • Create Contact
  • Create Opportunity/Job
  • Create Task
  • Find Task
  • List Company Options
  • List Contact Options
  • List Grouping Options
  • List Task Owner Options
  • Log Time on Task

Listen to real-time events

  • New Task Created