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Connect Act Premium to Salesforce like Magic

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

With Magical, you can transfer data from Act Premium 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 Act Premium to Salesforce, helping you streamline your sales processes and optimize your customer relationship management.

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More Act Premium integrations with Magical

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What Act Premium data can you transfer

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

Contact Name
Account Name
Email
Company
And move more types of information by creating your own custom labels.

How to Transfer data from Act Premium to Salesforce using Magical?

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

  1. Sign in to your Act Premium account and open the contact containing the data you want to transfer, such as customer information and sales details.
  2. In Act Premium, label the information you want to transfer with Magical, like Contact Name, Email Address, or Account Details.
  3. Sign in to your Salesforce account and open the record where you want to add the Act Premium data.
  4. Type "//" in an empty field and select the information you want to transfer from Act Premium such as Contact Name, Company, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Act Premium and Salesforce

Swift and efficient data transfer in sales management is crucial to maintaining customer satisfaction. Act Premium is a powerful contact and customer management software and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your sales efforts. By leveraging Magical, you can easily move information from Act Premium to Salesforce, allowing you to focus on closing deals and improving customer satisfaction.

Other ways to connect Act Premium and Salesforce

Using an API

An additional approach to integrate Act Premium and Salesforce 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 Act Premium and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Act Premium. 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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