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Connect Connectwise Manage to Hubspot like Magic

How to Use Magical to Transfer Data from Connectwise Manage to Hubspot
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Transfer Data from Connectwise Manage to Hubspot: A Step-by-Step Guide

With Magical, you can transfer data from Connectwise Manage to Hubspot 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 Connectwise Manage to Hubspot, helping you speed up response time and optimize your customer support processes.

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More Connectwise Manage integrations with Magical

What Connectwise Manage data can you transfer

Magical enables you to transfer a wide array of data from Connectwise Manage to Hubspot. Here are some examples of the information you can extract:

Project Name
Task Details
Due Date
Assigned To
And move more types of information by creating your own custom labels.

How to Transfer data from Connectwise Manage to Hubspot using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Connectwise Manage to Hubspot for more efficient customer support. Follow these steps:

  1. Sign in to your Connectwise Manage account and open the ticket containing the data you want to transfer, such as customer information and ticket details.
  2. In Connectwise Manage, label the information you want to transfer with Magical, like Contact Name, Email Address, or Ticket Details.
  3. Sign in to your Hubspot account and open the record where you want to add the Connectwise Manage data.
  4. Type "//" in an empty field and select the information you want to transfer from Connectwise Manage such as Contact Name, Company Name, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Connectwise Manage and Hubspot

Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Connectwise Manage is a powerful ticketing and customer service platform and Hubspot is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Connectwise Manage to Hubspot, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect Connectwise Manage and HubSpot

Using Zapier

Zapier provides a seamless connection between Connectwise Manage and Hubspot, 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 Connectwise Manage and Hubspot 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 a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Connectwise Manage and transfer data directly to HubSpot. The extension is designed to simplify the process of data collection by automating the extraction of information from Connectwise Manage. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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