Connect Hubspot to Customerio like Magic
How to Use Magical to Transfer Data from Hubspot to Customerio
Connect your apps with ease
Transfer Data from Hubspot to Customerio: A Step-by-Step Guide
With Magical, you can transfer data from Hubspot to Customerio 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 Hubspot to Customerio, helping you streamline your marketing processes and enhance your customer engagement.
More Hubspot integrations with Magical
What Hubspot data can you transfer
Magical enables you to transfer a wide array of data from Hubspot to Customerio. Here are some examples of the information you can extract:
First Name
Account Name
Company
And move more types of information by creating your own custom labels.
How to Transfer data from Hubspot to Customerio using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Hubspot to Customerio for more efficient marketing and customer engagement. Follow these steps:
Sign in to your Hubspot account and open the contact or deal containing the data you want to transfer, such as contact information and deal stage.
In Hubspot, label the information you want to transfer with Magical, like Contact Name, Email, or Deal Stage.
Sign in to your Customerio account and open the record where you want to add the Hubspot data.
Type "//" in an empty field and select the information you want to transfer from Hubspot such as Contact Name, Company, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Hubspot and Customerio
Efficient data transfer in marketing and customer engagement is crucial to maintaining customer satisfaction. Hubspot is a powerful marketing platform and Customerio is a robust customer engagement solution. Combining the capabilities of these two platforms can significantly enhance your marketing efforts. By leveraging Magical, you can easily move information from Hubspot to Customerio, allowing you to focus on improving customer engagement and satisfaction.
Other ways to connect HubSpot and Customerio
Using Zapier
Zapier provides a seamless connection between Hubspot and Customerio, 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 Hubspot and Customerio is by directly utilizing their APIs. By integrating both APIs, you empower marketing and engagement 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.
