Connect Monday to Pipedrive like Magic
How to Use Magical to Transfer Data from Monday to Pipedrive
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Transfer Data from Monday to Pipedrive: A Step-by-Step Guide
With Magical, you can transfer data from Monday to Pipedrive 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 Monday to Pipedrive, helping you streamline your workflow and optimize your project management processes.
More Monday integrations with Magical
What Monday data can you transfer
Magical enables you to transfer a wide array of data from Monday to Pipedrive. Here are some examples of the information you can extract:
Task Name
Task Status
Task Owner
Due Date
And move more types of information by creating your own custom labels.
How to Transfer data from Monday to Pipedrive using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Monday to Pipedrive for more efficient project management. Follow these steps:
Sign in to your Monday account and open the board containing the data you want to transfer, such as task details and project information.
In Monday, label the information you want to transfer with Magical, like Task Name, Task Status, or Project Name.
Sign in to your Pipedrive account and open the deal where you want to add the Monday data.
Type "//" in an empty field and select the information you want to transfer from Monday such as Task Name, Project Name, etc.
The next time you fill out a deal, Magical will automatically transfer all the fields into the form with one click.
About Monday and Pipedrive
Efficient project management is crucial to achieving business goals. Monday is a powerful project management platform and Pipedrive is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your project management efforts. By leveraging Magical, you can easily move information from Monday to Pipedrive, allowing you to focus on managing projects and improving business outcomes.
Other ways to connect Monday and Pipedrive
Using Zapier
Zapier provides a seamless connection between Monday and Pipedrive, 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 Monday and Pipedrive is by directly utilizing their APIs. By integrating both APIs, you empower project management and sales teams with real-time project insights, fostering improved communication and a superior project management 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.
