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!
- When this happens...File GeneratedTriggers for every file that has been generated.
- automatically do this!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
- Project Exported
Triggers only once when files have been generated and includes a list of the files.
Try ItTriggerInstant - Project NameRequired
- User Email AddressRequired
- Project TypeRequired
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling
- File Generated
Triggers for every file that has been generated.
Try ItTriggerInstant - Project IDRequired
- File Category
ActionSearch- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.
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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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