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Connect Hubspot to Occasion like Magic

How to Use Magical to Transfer Data from Hubspot to Occasion
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Transfer Data from Hubspot to Occasion: A Step-by-Step Guide

With Magical, you can transfer data from Hubspot to Occasion 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 Occasion, helping you streamline your event management and customer engagement processes.

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More Hubspot integrations with Magical

What Hubspot data can you transfer

Magical enables you to transfer a wide array of data from Hubspot to Occasion. 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 Occasion using Magical?

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

  1. Sign in to your Hubspot account and open the customer profile containing the data you want to transfer, such as customer information and event details.
  2. In Hubspot, label the information you want to transfer with Magical, like Customer Name, Email Address, or Event Details.
  3. Sign in to your Occasion account and open the event 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 Customer Name, Email Address, etc.
  5. The next time you fill out an event, Magical will automatically transfer all the fields into the form with one click.

About Hubspot and Occasion

Efficient event management and customer engagement are crucial to maintaining customer satisfaction. Hubspot is a powerful customer relationship management (CRM) platform and Occasion is a robust event management solution. Combining the capabilities of these two platforms can significantly enhance your event management efforts. By leveraging Magical, you can easily move information from Hubspot to Occasion, allowing you to focus on managing events and improving customer satisfaction.

Other ways to connect HubSpot and Occasion

Using Zapier

Zapier provides a seamless connection between Hubspot and Occasion, 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 Occasion is by directly utilizing their APIs. By integrating both APIs, you empower sales and event 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 HubSpot and transfer data directly to Occasion. The extension is designed to simplify the process of data collection by automating the extraction of information from HubSpot. 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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