Arrow pointing right

Connect Pipedrive to Trello like Magic

How to Use Magical to Transfer Data from Pipedrive to Trello
Install Magical
Connect your apps with ease

Transfer Data from Pipedrive to Trello: A Step-by-Step Guide

With Magical, you can transfer data from Pipedrive to Trello 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 Trello, helping you streamline your project management and sales processes.

Get Magical for Free

More Pipedrive integrations with Magical

What Pipedrive data can you transfer

Magical enables you to transfer a wide array of data from Pipedrive to Trello. 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 Trello using Magical?

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

  1. Sign in to your Pipedrive account and open the deal containing the data you want to transfer, such as deal details and contact information.
  2. In Pipedrive, label the information you want to transfer with Magical, like Deal Name, Deal Value, Contact Name, or Contact Email.
  3. Sign in to your Trello account and open the card 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 Deal Name, Contact Name, etc.
  5. The next time you fill out a card, Magical will automatically transfer all the fields into the form with one click.

About Pipedrive and Trello

Efficient project management and sales processes are crucial to maintaining customer satisfaction and driving business growth. Pipedrive is a powerful sales management tool and Trello is a robust project management solution. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Pipedrive to Trello, allowing you to focus on driving sales and managing projects effectively.

Other ways to connect Pipedrive and Trello

Using Zapier

Zapier provides a seamless connection between Pipedrive and Trello, 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 Trello is by directly utilizing their APIs. By integrating both APIs, you empower sales and project management teams with real-time insights, fostering improved communication and a superior project management 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 Pipedrive and transfer data directly to Trello. 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.

Ready to save time with Magical?

Add to Chrome – it's free
Chrome Store · 4.6 stars · 2,620+ reviews