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HubSpot + magicplan

Generate new HubSpot deals whenever files are created in magicplan

Start your sales process instantly every time a new file is generated in magicplan by creating a deal in HubSpot. This automation workflow simplifies the process of transferring data between both platforms, making it easier to manage projects and keep track of business deals. Instead of manually setting up a deal, it’s done for you, providing a seamless transition from file creation to deal initiation. Skip the hassle, stay organized, and focus more on completing deals and closing sales.

Start your sales process instantly every time a new file is generated in magicplan by creating a deal in HubSpot. This automation workflow simplifies the process of transferring data between both platforms, making it easier to manage projects and keep track of business deals. Instead of manually setting up a deal, it’s done for you, providing a seamless transition from file creation to deal initiation. Skip the hassle, stay organized, and focus more on completing deals and closing sales.

  1. When this happens...
    magicplanmagicplan
    File Generated

    Triggers for every file that has been generated.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • magicplan triggers, actions, and search

    Project Exported

    Triggers only once when files have been generated and includes a list of the files.

    Trigger
    Instant
    Try It
    • Project NameRequired

    • User Email AddressRequired

    • Project TypeRequired

    • Project Listing Reference

    • Street

    • Street Number

    • Postal Code

    • City

    • Province

    • Country

    • Name

    • Email

    • Phone

    • Street

    • City

    • Province

    • Country

    • Postal Code

    • Reference

    • Notes

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
  • magicplan triggers, actions, and search

    File Generated

    Triggers for every file that has been generated.

    Trigger
    Instant
    Try It
    • Project IDRequired

    • File Category

    Action
    Search
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp

Related categories

  • Marketing Automation

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magicplan logo

About magicplan

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

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