Connect Pardot to Zoom like Magic
How to Use Magical to Transfer Data from Pardot to Zoom
Connect your apps with ease
Transfer Data from Pardot to Zoom: A Step-by-Step Guide
With Magical, you can transfer data from Pardot to Zoom 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 Pardot to Zoom, helping you speed up response time and optimize your customer support processes.
More Pardot integrations with Magical
What Pardot data can you transfer
Magical enables you to transfer a wide array of data from Pardot to Zoom. Here are some examples of the information you can extract:
Lead Name
Company
Campaign
And move more types of information by creating your own custom labels.
How to Transfer data from Pardot to Zoom using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Pardot to Zoom for more efficient customer support. Follow these steps:
Sign in to your Pardot account and open the contact containing the data you want to transfer, such as customer information and support details.
In Pardot, label the information you want to transfer with Magical, like Customer Name, Email Address, or Job Title.
Sign in to your Zoom account and open the meeting where you want to add the Pardot data.
Type "//" in an empty field and select the information you want to transfer from Pardot such as First name, Company, etc.
The next time you fill out a meeting, Magical will automatically transfer all the fields into the form with one click.
About Pardot and Zoom
Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Pardot is a powerful marketing automation solution and Zoom is a robust video conferencing platform. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Pardot to Zoom, allowing you to focus on resolving customer issues and improving customer satisfaction.
Other ways to connect Pardot and Zoom
Using Zapier
Zapier provides a seamless connection between Pardot and Zoom, 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 Pardot and Zoom 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 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.
