Connect Pipedrive to Gmail like Magic
How to Use Magical to Transfer Data from Pipedrive to Gmail
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Transfer Data from Pipedrive to Gmail: A Step-by-Step Guide
With Magical, you can transfer data from Pipedrive to Gmail 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 Pipedrive to Gmail, helping you streamline your sales process and optimize your communication.
More Pipedrive integrations with Magical
What Pipedrive data can you transfer
Magical enables you to transfer a wide array of data from Pipedrive to Gmail. Here are some examples of the information you can extract:
Deal Name
Contact Name
Organization
And move more types of information by creating your own custom labels.
How to Transfer data from Pipedrive to Gmail using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Pipedrive to Gmail for more efficient sales communication. Follow these steps:
Sign in to your Pipedrive account and open the deal containing the data you want to transfer, such as deal details and contact information.
In Pipedrive, label the information you want to transfer with Magical, like Deal Name, Deal Value, or Contact Email.
Sign in to your Gmail account and open the email where you want to add the Pipedrive data.
Type "//" in an empty field and select the information you want to transfer from Pipedrive such as Deal Name, Organization Name, etc.
The next time you compose an email, Magical will automatically transfer all the fields into the email with one click.
About Pipedrive and Gmail
Swift and efficient communication in sales is crucial to closing deals and maintaining customer satisfaction. Pipedrive is a powerful sales management tool and Gmail is a robust email platform. Combining the capabilities of these two platforms can significantly enhance your sales efforts. By leveraging Magical, you can easily move information from Pipedrive to Gmail, allowing you to focus on closing deals and improving customer satisfaction.
Other ways to connect Pipedrive and Gmail
Using Zapier
Zapier provides a seamless connection between Pipedrive and Gmail, 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 Pipedrive and Gmail is by directly utilizing their APIs. By integrating both APIs, you empower sales 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.
