Connect Five9 to Gmail like Magic
How to Use Magical to Transfer Data from Five9 to Gmail
Connect your apps with ease
Transfer Data from Five9 to Gmail: A Step-by-Step Guide
With Magical, you can transfer data from Five9 to Gmail 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 Five9 to Gmail, helping you streamline your communication and optimize your customer support processes.
More Five9 integrations with Magical
What Five9 data can you transfer
Magical enables you to transfer a wide array of data from Five9 to Gmail. Here are some examples of the information you can extract:
Customer Name
Loan Amount
Contact Information
Loan Status
And move more types of information by creating your own custom labels.
How to Transfer data from Five9 to Gmail using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Five9 to Gmail for more efficient customer support. Follow these steps:
Sign in to your Five9 account and open the call log containing the data you want to transfer, such as caller information and call details.
In Five9, label the information you want to transfer with Magical, like Caller Name, Caller Number, or Call Notes.
Sign in to your Gmail account and open the email where you want to add the Five9 data.
Type "//" in an empty field and select the information you want to transfer from Five9 such as Caller Name, Call Duration, etc.
The next time you fill out an email, Magical will automatically transfer all the fields into the form with one click.
About Five9 and Gmail
Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Five9 is a powerful call center software and Gmail is a robust email service. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Five9 to Gmail, allowing you to focus on resolving customer issues and improving customer satisfaction.
Other ways to connect Five9 and Gmail
Using Zapier
Zapier provides a seamless connection between Five9 and Gmail, 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 Five9 and Gmail 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.
