Connect Office 365 to Capsule CRM like Magic
How to Use Magical to Transfer Data from Office 365 to Capsule CRM
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Transfer Data from Office 365 to Capsule CRM: A Step-by-Step Guide
With Magical, you can transfer data from Office 365 to Capsule CRM 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 Office 365 to Capsule CRM, helping you streamline your customer relationships, contact management, and email marketing.
More Office 365 Integrations with Magical
What Office 365 data you can transfer?
Magical enables you to transfer a wide array of data from Office 365 to Capsule CRM. Here are some examples of the information you can extract:
First Name
Last Name
Company Name
And move more types of information by creating your own custom labels.
How to Transfer Data from Office 365 to Capsule CRM using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Office 365 to Capsule CRM for more efficient customer relationship management. Follow these steps:
Sign in to your Office 365 account and open the contact page containing the data you want to transfer.
In Office 365, label the information you want to transfer with Magical, like Customer Name, Email Address, or Company Name.
Sign in to your Capsule CRM account and open the record where you want to add the Office 365 data.
Type "//" in an empty field and select the information you want to transfer from Office 365 such as Email Address, Contact Number, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Office 365 and Capsule CRM
Efficient and accurate data transfers of contacts from your email platform to your CRM is crucial to maintaining smooth customer relationship management. Office 365 is a cloud-based productivity platform that includes Microsoft Teams, Microsoft Outlook, and Microsoft Word. Capsule CRM is a customer relationship management (CRM) web platform that helps you stay organized and build strong relationships with your customers. By leveraging Magical, you can easily move information from Office 365 to Capsule CRM, allowing you to focus on growing your business.
Other ways to connect Office 365 and Capsule CRM
Using Zapier
Zapier provides a seamless connection between Office 365 and Capsule CRM, 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 Office 365 and Capsule CRM is by directly utilizing their APIs. By integrating both APIs, you empower sales and support 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 WhatsApp and transfer data directly to Slack. The extension is designed to simplify the process of data collection by automating the extraction of information from WhatsApp. 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.
