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Connect Pipedrive to Sms like Magic

How to Use Magical to Transfer Data from Pipedrive to Sms
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Transfer Data from Pipedrive to Sms: A Step-by-Step Guide

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

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What Pipedrive data can you transfer

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

Deal Name
Contact Name
Email
Organization
And move more types of information by creating your own custom labels.

How to Transfer data from Pipedrive to Sms using Magical?

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

  1. Sign in to your Pipedrive account and open the deal containing the data you want to transfer, such as contact information and deal details.
  2. In Pipedrive, label the information you want to transfer with Magical, like Contact Name, Email Address, or Deal Details.
  3. Sign in to your Sms account and open the message where you want to add the Pipedrive data.
  4. Type "//" in an empty field and select the information you want to transfer from Pipedrive such as Contact Name, Deal Name, etc.
  5. The next time you fill out a message, Magical will automatically transfer all the fields into the form with one click.

About Pipedrive and Sms

Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Pipedrive is a powerful customer relationship management (CRM) platform and Sms is a robust communication tool. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Pipedrive to Sms, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect Pipedrive and Sms

Using an API

An additional approach to integrate Pipedrive and Sms 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.

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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 Pipedrive and transfer data directly to Sms. The extension is designed to simplify the process of data collection by automating the extraction of information from Pipedrive. 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.

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