Pipedrive magicplan integration
Contents
About the integration
What it does
Create new magicplan projects automatically when a Pipedrive deal is updated.
Attach exported magicplan files and photos to specific deals in Pipedrive.
Update Pipedrive deal records automatically when a project is exported in magicplan.
Transfer customer contact details from Pipedrive into magicplan project fields.
How it works?
The connection uses Zapier to link Pipedrive and magicplan. When an event occurs in one app, like a deal stage change, it triggers an action in the other app. Data moves between the platforms based on rules set in your Zapier account.
Requirements
Active magicplan account
Pipedrive account
Zapier account
How to set it up
Log in to your Zapier account.
Select Pipedrive and magicplan from the app list.
Choose a trigger from Pipedrive, such as "Updated Deal" or "New Deal."
Choose an action for magicplan, such as "Create Project."
Authenticate your Pipedrive and magicplan accounts.
Map the data fields to ensure deal information appears in the correct project sections.
Test the connection and turn on the Zap.
