Connect Batchleads to Customer Fields like Magic
How to Use Magical to Transfer Data from Batchleads to Customer Fields
Connect your apps with ease
Transfer Data from Batchleads to Customer Fields: A Step-by-Step Guide
With Magical, you can transfer data from Batchleads to Customer Fields 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 Batchleads to Customer Fields, helping you speed up data entry and optimize your lead management processes.
More Batchleads integrations with Magical
What Batchleads data can you transfer
Magical enables you to transfer a wide array of data from Batchleads to Customer Fields. Here are some examples of the information you can extract:
Lead Name
Company
Job Title
And move more types of information by creating your own custom labels.
How to Transfer data from Batchleads to Customer Fields using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Batchleads to Customer Fields for more efficient lead management. Follow these steps:
Sign in to your Batchleads account and open the lead containing the data you want to transfer, such as lead information and company details.
In Batchleads, label the information you want to transfer with Magical, like Lead Name, Email Address, or Company.
Sign in to your Customer Fields account and open the record where you want to add the Batchleads data.
Type "//" in an empty field and select the information you want to transfer from Batchleads such as Lead Name, Company, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Batchleads and Customer Fields
Swift and efficient data entry in lead management are crucial to maintaining a streamlined workflow. Batchleads is a powerful lead generation platform and Customer Fields is a robust customer data management solution. Combining the capabilities of these two platforms can significantly enhance your lead management efforts. By leveraging Magical, you can easily move information from Batchleads to Customer Fields, allowing you to focus on nurturing leads and improving customer relationships.
Other ways to connect Batchleads and Customer Fields
Using an API
An additional approach to integrate Batchleads and Customer Fields is by directly utilizing their APIs. By integrating both APIs, you empower sales and marketing teams with real-time lead 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.
