Outlook to LivePerson

Outlook to LivePerson

Connect Outlook to LivePerson like Magic

How to Use Magical to Transfer Data from Outlook to LivePerson

Connect your apps with ease

Transfer Data from Outlook to LivePerson: A Step-by-Step Guide

With Magical, you can transfer data from Outlook to LivePerson 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 Outlook to LivePerson, helping you speed up response time and optimize your customer support processes.

What Outlook data can you transfer

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

Subject
Recipient
Message Body
Attachments

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

How to Transfer data from Outlook to LivePerson using Magical?

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

  1. Sign in to your Outlook account and open the email containing the data you want to transfer, such as sender information and email content.

  2. In Outlook, label the information you want to transfer with Magical, like Sender Name, Email Subject, or Email Body.

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

  4. Type "//" in an empty field and select the information you want to transfer from Outlook such as Sender Name, Email Subject, etc.

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

Conclusion

Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Outlook is a powerful email communication platform and LivePerson is a robust customer engagement solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Outlook to LivePerson, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect Outlook and LivePerson

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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