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magicplan + Pipedrive

magicplan + Pipedrive

magicplan + Pipedrive integrations

Manage new Pipedrive deal matching filters by creating projects in magicplan

Streamline your business process by connecting Pipedrive and magicplan. With this workflow, whenever a Deal Matching Filter occurs in Pipedrive, it triggers the creation of a new project in magicplan. This seamless integration not only saves time but also ensures that no deal slips through the cracks. Improve efficiency and productivity with this simple yet effective automation.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create New Project
    Create New Project
    Create New ProjectCreate a new magicplan project assigned to a workspace member.
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More things you can do with Pipedrive and magicplan

Discover other triggers and actions you can use with Pipedrive and magicplan

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    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.
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pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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