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magicplan + Zendesk Sell

Create magicplan projects when deals enter new stages in Zendesk Sell

This zap creates a new magicplan project when a deal in Zendesk Sell enters a specific deal stage. Deal and customer data is automatically transferred to magicplan--no more double work and less room for error!

This zap creates a new magicplan project when a deal in Zendesk Sell enters a specific deal stage. Deal and customer data is automatically transferred to magicplan--no more double work and less room for error!

  1. When this happens...
    Zendesk SellZendesk Sell
    Deal Enters New Stage

    Triggers when a deal enters a new stage.

    TriggerScheduled
  2. automatically do this...
    Zendesk SellZendesk Sell
    Find Company

    Finds a company by Company ID, name or email address.

    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?
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.

Related categories

  • Images & Design
zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
Learn more

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