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Connect Gainsight to Zoom like Magic

How to Use Magical to Transfer Data from Gainsight to Zoom
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Transfer Data from Gainsight to Zoom: A Step-by-Step Guide

With Magical, you can transfer data from Gainsight to Zoom 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 Gainsight to Zoom, helping you streamline your workflow and optimize your customer success processes.

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More Gainsight integrations with Magical

Coming soon.

What Gainsight data can you transfer

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

Customer Name
Email
Company
Customer Health Score
And move more types of information by creating your own custom labels.

How to Transfer data from Gainsight to Zoom using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Gainsight to Zoom for more efficient customer success management. Follow these steps:

  1. Sign in to your Gainsight account and open the customer profile containing the data you want to transfer, such as customer name, email, company, and health score.
  2. In Gainsight, label the information you want to transfer with Magical, like Customer Name, Email, Company, or Health Score.
  3. Sign in to your Zoom account and open the meeting where you want to add the Gainsight data.
  4. Type "//" in an empty field and select the information you want to transfer from Gainsight such as Customer Name, Email, etc.
  5. The next time you schedule a meeting, Magical will automatically transfer all the fields into the form with one click.

About Gainsight and Zoom

Efficient and personalized customer interactions are crucial to maintaining customer satisfaction. Gainsight is a powerful customer success platform and Zoom is a robust video conferencing solution. Combining the capabilities of these two platforms can significantly enhance your customer success efforts. By leveraging Magical, you can easily move information from Gainsight to Zoom, allowing you to focus on delivering personalized customer experiences.

Other ways to connect Gainsight and Zoom

Using an API

An additional approach to integrate Gainsight and Zoom is by directly utilizing their APIs. By integrating both APIs, you empower customer success and meeting 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 Gainsight and transfer data directly to Zoom. The extension is designed to simplify the process of data collection by automating the extraction of information from Gainsight. 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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