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.
- When this happens...File Generated
Triggers for every file that has been generated.
- automatically do this!Create Deal
Creates a Deal in HubSpot.
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Project Exported
Triggers only once when files have been generated and includes a list of the files.
Try ItProject 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
Note
Additional properties to retrieve
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Additional properties to retrieve
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