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Connect Gmail to Capsule CRM like Magic

How to Use Magical to Transfer Data from Gmail to Capsule CRM
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Transfer Data from Gmail to Capsule CRM: A Step-by-Step Guide

With Magical, you can transfer data from Gmail to Capsule CRM 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 Gmail to Capsule CRM, helping you streamline your customer relationships, contact management, and email marketing.

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More Gmail Integrations with Magical

What Gmail data you can transfer?

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

Email Subject
Email Body
Sender
Recipient
And move more types of information by creating your own custom labels.

How to Transfer Data from Gmail to Capsule CRM using Magical?

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

  • Sign in to your Gmail account and open the email or contact page containing the data you want to transfer.
  • In Gmail, label the information you want to transfer with Magical, like Customer Name, Email Address, or Company Name.
  • Sign in to your Capsule CRM account and open the record where you want to add the Gmail data.
  • Type "//" in an empty field and select the information you want to transfer from Gmail such as Email Address, Contact Number, etc.
  • The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
  • About Gmail and Capsule CRM

    Efficient and accurate data transfers of contacts from your email platform to your CRM is crucial to maintaining smooth customer relationship management. Gmail is the world's most popular email platform provided by Google. Capsule CRM is a customer relationship management (CRM) web platform that helps you stay organized and build strong relationships with your customers. By leveraging Magical, you can easily move information from Gmail to Capsule CRM, allowing you to focus on growing your business.

    Other ways to connect Gmail and Capsule CRM

    Using Zapier

    Zapier provides a seamless connection between Gmail and Capsule CRM, 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 Gmail and Capsule CRM 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.

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    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 Gmail and transfer data directly to Capsule CRM. The extension is designed to simplify the process of data collection by automating the extraction of information from Gmail. 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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