Connect Capsule CRM to RingCentral like Magic
How to Use Magical to Transfer Data from Capsule CRM to RingCentral
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Transfer Data from Capsule CRM to RingCentral: A Step-by-Step Guide
With Magical, you can transfer data from Capsule CRM to RingCentral 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 Capsule CRM to RingCentral, helping you streamline your customer relationships, contact management, and email marketing.
More Capsule CRM Integrations with Magical
What Capsule CRM data can you transfer?
Magical enables you to transfer a wide array of data from CapsuleCRM to RingCentral. Here are some examples of the information you can extract:
Full Name
Phone Number
Profile URL
And move more types of information by creating your own custom labels.
How to Transfer Data from Capsule CRM to RingCentral using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Capsule CRM to RingCentral for more efficient customer relationship management. Follow these steps:
Sign in to your Capsule CRM account and open the page containing the data you want to transfer.
In Capsule CRM, label the information you want to transfer with Magical, like Contact Name, Phone Number, and Email Address.
Sign in to your RingCentral account and open the record where you want to add the Capsule CRM data.
Type "//" in an empty field and select the information you want to transfer from Capsule CRM such as Contact Name, Phone Number, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Capsule CRM and RingCentral
Efficient and accurate data transfers of contacts from your CRM to your phone system is crucial to maintaining smooth customer relationship management. Capsule CRM is a customer relationship management (CRM) web platform that helps you stay organized and build strong relationships with your customers. RingCentral is a cloud-based communications platform and phone system. By leveraging Magical, you can easily move information from Capsule CRM to RingCentral, allowing you to focus on growing your business.
Other ways to connect Capsule CRM and Ringcentral
Using Zapier
Zapier provides a seamless connection between Capsule CRM and RingCentral, 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 Capsule CRM and RingCentral is by directly utilizing their APIs. By integrating both APIs, you empower sales and support 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.
