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Connect Agent Locator to Follow Up Boss like Magic

How to Use Magical to Transfer Data from Agent Locator to Follow Up Boss
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Transfer Data from Agent Locator to Follow Up Boss: A Step-by-Step Guide

With Magical, you can transfer data from Agent Locator to Follow Up Boss 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 Agent Locator to Follow Up Boss, helping you speed up response time and optimize your customer support processes.

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What Agent Locator data can you transfer

Magical enables you to transfer a wide array of data from Agent Locator to Follow Up Boss. Here are some examples of the information you can extract:

First Name
Last Name
Email
Phone Number
And move more types of information by creating your own custom labels.

How to Transfer data from Agent Locator to Follow Up Boss using Magical?

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

  1. Sign in to your Agent Locator account and open the conversation containing the data you want to transfer, such as customer information and support details.
  2. In Agent Locator, label the information you want to transfer with Magical, like Customer Name, Email Address, or Support Details.
  3. Sign in to your Follow Up Boss account and open the record where you want to add the Agent Locator data.
  4. Type "//" in an empty field and select the information you want to transfer from Agent Locator such as First name, Last name, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Agent Locator and Follow Up Boss

Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Agent Locator is a powerful customer communication platform and Follow Up Boss is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Agent Locator to Follow Up Boss, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect Agent Locator and Follow Up Boss

Using an API

An additional approach to integrate Agent Locator and Follow Up Boss 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.

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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 Agent Locator and transfer data directly to Follow Up Boss. The extension is designed to simplify the process of data collection by automating the extraction of information from Agent Locator. 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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