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!
- When this happens...Deal Enters New Stage
Triggers when a deal enters a new stage.
- automatically do this...Find Company
Finds a company by Company ID, name or email address.
- then do this!Create New Project
Create a new magicplan project assigned to a workspace member.
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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
About Zendesk Sell
Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
