Connect Email to Pipedrive like Magic
How to Use Magical to Transfer Data from Email to Pipedrive
Connect your apps with ease
Transfer Data from Email to Pipedrive: A Step-by-Step Guide
With Magical, you can transfer data from Email 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 Email to Pipedrive, helping you streamline your sales process and optimize your customer relationship management.
More Email integrations with Magical
What Email data can you transfer
Magical enables you to transfer a wide array of data from Email to Pipedrive. Here are some examples of the information you can extract:
Subject
Sender
Date
Body
And move more types of information by creating your own custom labels.
How to Transfer data from Email to Pipedrive using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Email to Pipedrive for more efficient sales management. Follow these steps:
Sign in to your email account and open the email containing the data you want to transfer, such as sender information and email content.
In your email, label the information you want to transfer with Magical, like Sender Name, Email Subject, or Email Body.
Sign in to your Pipedrive account and open the record where you want to add the email data.
Type "//" in an empty field and select the information you want to transfer from email such as Sender Name, Email Subject, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Email and Pipedrive
Swift and efficient data transfer in sales management is crucial to maintaining customer satisfaction. Email is a powerful communication 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 Email to Pipedrive, allowing you to focus on closing deals and improving customer satisfaction.
Other ways to connect Email and Pipedrive
Using Zapier
Zapier provides a seamless connection between Email 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 Email 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.
