Connect Airtable to Pipedrive like Magic
How to Use Magical to Transfer Data from Airtable to Pipedrive
Connect your apps with ease
Transfer Data from Airtable to Pipedrive: A Step-by-Step Guide
With Magical, you can transfer data from Airtable to Pipedrive in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Airtable to Pipedrive, helping you streamline your sales process and optimize your customer relationship management.
More Airtable integrations with Magical
What Airtable data can you transfer
Magical enables you to transfer a wide array of data from Airtable to Pipedrive. Here are some examples of the information you can extract:
Record Name
Record ID
Created Time
Last Modified Time
And move more types of information by creating your own custom labels.
How to Transfer data from Airtable to Pipedrive using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Airtable to Pipedrive for more efficient sales management. Follow these steps:
Sign in to your Airtable account and open the base containing the data you want to transfer, such as contact information and deal details.
In Airtable, label the information you want to transfer with Magical, like Contact Name, Email Address, or Deal Stage.
Sign in to your Pipedrive account and open the deal where you want to add the Airtable data.
Type "//" in an empty field and select the information you want to transfer from Airtable such as Contact Name, Company Name, etc.
The next time you fill out a deal, Magical will automatically transfer all the fields into the form with one click.
About Airtable and Pipedrive
Efficient data management in sales is crucial to maintaining customer relationships. Airtable is a powerful project management platform and Pipedrive is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your sales efforts. By leveraging Magical, you can easily move information from Airtable to Pipedrive, allowing you to focus on closing deals and improving customer relationships.
Other ways to connect Airtable and Pipedrive
Using Zapier
Zapier provides a seamless connection between Airtable and Pipedrive, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Airtable and Pipedrive is by directly utilizing their APIs. By integrating both APIs, you empower sales teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
