Hubspot to Gainsight

Hubspot to Gainsight

Connect Hubspot to Gainsight like Magic

How to Use Magical to Transfer Data from Hubspot to Gainsight

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Transfer Data from Hubspot to Gainsight: A Step-by-Step Guide

With Magical, you can transfer data from Hubspot to Gainsight 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 Gainsight, helping you streamline your customer success processes and enhance your customer experience.

What Hubspot data can you transfer

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

First Name
Account Name
Email
Company

And move more types of information by creating your own custom labels.

How to Transfer data from Hubspot to Gainsight using Magical?

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

  1. 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 details.

  2. In Hubspot, label the information you want to transfer with Magical, like Contact Name, Email Address, or Deal Stage.

  3. Sign in to your Gainsight account and open the record where you want to add the Hubspot data.

  4. Type "//" in an empty field and select the information you want to transfer from Hubspot such as Contact Name, Company Name, etc.

  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Hubspot and Gainsight

Swift and efficient data transfer in customer success management is crucial to maintaining customer satisfaction. Hubspot is a powerful marketing, sales, and service software, and Gainsight is a robust customer success platform. Combining the capabilities of these two platforms can significantly enhance your customer success efforts. By leveraging Magical, you can easily move information from Hubspot to Gainsight, allowing you to focus on improving customer satisfaction and retention.

Other ways to connect HubSpot and Gainsight

Using Zapier

Zapier provides a seamless connection between Hubspot and Gainsight, 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 Gainsight is by directly utilizing their APIs. By integrating both APIs, you empower marketing, sales, and customer success 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.

Ready to automate with Magical?

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