Arrow pointing right

Connect Servicetitan to Call Loop like Magic

How to Use Magical to Transfer Data from Servicetitan to Call Loop
Book a Demo
Connect your apps with ease

Transfer Data from Servicetitan to Call Loop: A Step-by-Step Guide

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

Book a Demo

More Servicetitan integrations with Magical

Coming soon.
No items found.

What Servicetitan data can you transfer

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

Customer Name
Service Request
Contact Number
Service Address
And move more types of information by creating your own custom labels.

How to Transfer data from Servicetitan to Call Loop using Magical?

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

  1. Sign in to your Servicetitan account and open the service request containing the data you want to transfer, such as customer information and service details.
  2. In Servicetitan, label the information you want to transfer with Magical, like Customer Name, Service Request, or Contact Number.
  3. Sign in to your Call Loop account and open the record where you want to add the Servicetitan data.
  4. Type "//" in an empty field and select the information you want to transfer from Servicetitan such as Customer Name, Service Request, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Servicetitan and Call Loop

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

Other ways to connect Servicetitan and Call Loop

Using Zapier

Zapier provides a seamless connection between Servicetitan and Call Loop, 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 Servicetitan and Call Loop is by directly utilizing their APIs. By integrating both APIs, you empower service 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 Servicetitan and transfer data directly to Call Loop. The extension is designed to simplify the process of data collection by automating the extraction of information from Servicetitan. 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