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.
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.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- automatically do this!Create New Project
Create a new magicplan project assigned to a workspace member.
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