Connect WhatsApp to Capsule CRM like Magic
How to Use Magical to Transfer Data from WhatsApp to Capsule CRM
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Transfer Data from WhatsApp to Capsule CRM: A Step-by-Step Guide
With Magical, you can transfer data from WhatsApp to Capsule CRM 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 WhatsApp to Capsule CRM, helping you streamline your customer relationships, contact management, and email marketing.
More WhatsApp Integrations with Magical
What WhatsApp data can you transfer?
Magical enables you to transfer a wide array of data from WhatsApp to Capsule CRM. Here are some examples of the information you can extract:
Contact Name
Phone Number
Last Message
Last Message
And move more types of information by creating your own custom labels.
How to Transfer Data from WhatsApp to Capsule CRM using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from WhatsApp to Capsule CRM for more efficient customer relationship management. Follow these steps:
Sign in to your WhatsApp account and open the page containing the data you want to transfer.
In WhatsApp, label the information you want to transfer with Magical, like Contact Name, Phone Number, and Last Message.
Sign in to your Capsule CRM account and open the record where you want to add the WhatsApp data.
Type "//" in an empty field and select the information you want to transfer from WhatsApp such as Contact Name, Phone Number, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About WhatsApp and Capsule CRM
Efficient and accurate data transfers of contacts from your chat platforms to your CRM is crucial to maintaining smooth customer relationship management. WhatsApp, as a widely used communication platform, offers a vast range of information to facilitate various workflows. Capsule CRM is a customer relationship management (CRM) web platform that helps you stay organized and build strong relationships with your customers. By leveraging Magical, you can easily move information from WhatsApp to Capsule CRM, allowing you to focus on growing your business.
Other ways to connect WhatsApp and Capsule CRM
Using Zapier
Zapier provides a seamless connection between WhatsApp and Capsule CRM, 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 WhatsApp and Capsule CRM 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 a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on WhatsApp and transfer data directly to Slack. The extension is designed to simplify the process of data collection by automating the extraction of information from WhatsApp. 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.