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magicplan + Pipedrive

magicplan + Pipedrive

magicplan + Pipedrive integrations

Attach new magicplan files to deals in Pipedrive

Automatically attach a file in magicplan to a corresponding deal in your Pipedrive account. This integration keeps your deals effortlessly up to date with all the latest file content needed to help you convert and close!

  1. When this happens...
    File Generated
    File Generated
    File GeneratedTriggers for every file that has been generated.
  2. automatically do this!
    Attach File
    Attach File
    Attach FileUploads a file and attaches it to a deal, person, organization, activity, product or note.
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More things you can do with magicplan and Pipedrive

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

  • magicplan triggers, actions, and search
    Project Exported

    Triggers only once when files have been generated and includes a list of the files.

    Trigger
    Instant
    Try It
    • Project Name
      Required
    • User Email Address
      Required
    • Project Type
      Required
    • Project Listing Reference
    • Street
    • Street Number
    • Postal Code
    • City
    • Province
    • Country
    • Name
    • Email
    • Phone
    • Street
    • City
    • Province
    • Country
    • Postal Code
    • Reference
    • Notes
    Action
    Write
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • magicplan triggers, actions, and search
    File Generated

    Triggers for every file that has been generated.

    Trigger
    Instant
    Try It
    • Project ID
      Required
    • File Category
    Action
    Search
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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
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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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