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magicplan + Pipedrive

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.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal matches a Pipedrive filter.

    TriggerScheduled
  2. automatically do this!
    magicplanmagicplan
    Create New Project

    Create a new magicplan project assigned to a workspace member.

    ActionWrite
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Supported triggers and actions

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

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
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    • Filter IdRequired

    Trigger
    Scheduled
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    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
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    • FilterRequired

    Trigger
    Scheduled
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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.

Related categories

  • Images & Design
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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