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magicplan + Pipedrive

magicplan + Pipedrive

magicplan + Pipedrive integrations

Generate magicplan projects from new updates to Pipedrive deals

Take the tedious manual work out of creating new magicplan projects. Just set up this integration to start a new project automatically, as soon as a deal is updated in your Pipedrive account.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this...
    Find Organization
    Find Organization
    Find OrganizationTriggers when a new organization is created.
  3. then 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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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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