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Connect Accelo to Salesforce like Magic

How to Use Magical to Transfer Data from Accelo to Salesforce
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Transfer Data from Accelo to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Accelo to Salesforce 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 Accelo to Salesforce, helping you streamline your workflow and optimize your business processes.

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What Accelo data can you transfer

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

Client Name
Project Title
Email
Company
And move more types of information by creating your own custom labels.

How to Transfer data from Accelo to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Accelo to Salesforce for more efficient business operations. Follow these steps:

  1. Sign in to your Accelo account and open the project or client profile containing the data you want to transfer, such as client information and project details.
  2. In Accelo, label the information you want to transfer with Magical, like Client Name, Email Address, or Project Title.
  3. Sign in to your Salesforce account and open the record where you want to add the Accelo data.
  4. Type "//" in an empty field and select the information you want to transfer from Accelo such as Client Name, Project Title, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Accelo and Salesforce

Efficient data management is crucial to maintaining smooth business operations. Accelo is a powerful project management and CRM platform, and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your business processes. By leveraging Magical, you can easily move information from Accelo to Salesforce, allowing you to focus on managing your projects and improving customer relationships.

Other ways to connect Accelo and Salesforce

Using Zapier

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