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magicplan + Pipedrive

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.

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...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this...
    PipedrivePipedrive
    Find Organization

    Triggers when a new organization is created.

    ActionSearch
  3. then 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
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
magicplan logo
magicplan logo

About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
Learn moreHelp

Related categories

  • Images & Design
pipedrive logo
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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