Arrow pointing right

Connect Five9 to Gravity Lending like Magic

How to Use Magical to Transfer Data from Five9 to Gravity Lending
Book a Demo
Connect your apps with ease

Transfer Data from Five9 to Gravity Lending: A Step-by-Step Guide

With Magical, you can transfer data from Five9 to Gravity Lending 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 Five9 to Gravity Lending, helping you speed up response time and optimize your customer support processes.

Book a Demo

More Five9 integrations with Magical

No items found.

What Five9 data can you transfer

Magical enables you to transfer a wide array of data from Five9 to Gravity Lending. Here are some examples of the information you can extract:

Customer Name
Loan Amount
Contact Information
Loan Status
And move more types of information by creating your own custom labels.

How to Transfer data from Five9 to Gravity Lending using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Five9 to Gravity Lending for more efficient customer support. Follow these steps:

  1. Sign in to your Five9 account and open the conversation containing the data you want to transfer, such as customer information and loan details.
  2. In Five9, label the information you want to transfer with Magical, like Customer Name, Loan Amount, or Contact Information.
  3. Sign in to your Gravity Lending account and open the record where you want to add the Five9 data.
  4. Type "//" in an empty field and select the information you want to transfer from Five9 such as Customer Name, Loan Amount, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Five9 and Gravity Lending

Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Five9 is a powerful customer communication platform and Gravity Lending is a robust loan management solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Five9 to Gravity Lending, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect Five9 and Gravity Lending

Using an API

An additional approach to integrate Five9 and Gravity Lending 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.

Have an integration in mind?

We can connect ANY app. We'll show you how in 15 mins, and if not, we'll give you $100 for your time.
Book a time

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 Five9 and transfer data directly to Gravity Lending. The extension is designed to simplify the process of data collection by automating the extraction of information from Five9. 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?

Book a Demo
Chrome Store · 4.6 stars · 2,620+ reviews