Connect Marketo to Microsoft Outlook like Magic
How to Use Magical to Transfer Data from Marketo to Microsoft Outlook
Connect your apps with ease
Transfer Data from Marketo to Microsoft Outlook: A Step-by-Step Guide
With Magical, you can transfer data from Marketo to Microsoft Outlook 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 Marketo to Microsoft Outlook, helping you streamline your marketing processes and optimize your email management.
More Marketo integrations with Magical
What Marketo data can you transfer
Magical enables you to transfer a wide array of data from Marketo to Microsoft Outlook. Here are some examples of the information you can extract:
Lead Name
Lead Email
Company Name
Campaign Name
And move more types of information by creating your own custom labels.
How to Transfer data from Marketo to Microsoft Outlook using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Marketo to Microsoft Outlook for more efficient email management. Follow these steps:
Sign in to your Marketo account and open the lead containing the data you want to transfer, such as lead name, email, company name, and lead score.
In Marketo, label the information you want to transfer with Magical, like Lead Name, Email, Company Name, or Lead Score.
Sign in to your Microsoft Outlook account and open the email where you want to add the Marketo data.
Type "//" in an empty field and select the information you want to transfer from Marketo such as Lead Name, Email, etc.
The next time you compose an email, Magical will automatically transfer all the fields into the email with one click.
About Marketo and Microsoft Outlook
Efficient email management is crucial to maintaining a smooth marketing operation. Marketo is a powerful marketing automation platform and Microsoft Outlook is a robust email management solution. Combining the capabilities of these two platforms can significantly enhance your marketing efforts. By leveraging Magical, you can easily move information from Marketo to Microsoft Outlook, allowing you to focus on creating effective marketing campaigns.
Other ways to connect Marketo and Microsoft Outlook
Using Zapier
Zapier provides a seamless connection between Marketo and Microsoft Outlook, 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 Marketo and Microsoft Outlook is by directly utilizing their APIs. By integrating both APIs, you empower marketing teams with real-time lead 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.
