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Connect Bamboohr to Salesforce like Magic

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

With Magical, you can transfer data from Bamboohr 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 Bamboohr to Salesforce, helping you streamline your HR processes and optimize your sales efforts.

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More Bamboohr integrations with Magical

What Bamboohr data can you transfer

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

Employee Name
Job Title
Email
Department
And move more types of information by creating your own custom labels.

How to Transfer data from Bamboohr to Salesforce using Magical?

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

  1. Sign in to your Bamboohr account and open the employee profile containing the data you want to transfer, such as employee name, job title, email, and department.
  2. In Bamboohr, label the information you want to transfer with Magical, like Employee Name, Job Title, Email, or Department.
  3. Sign in to your Salesforce account and open the record where you want to add the Bamboohr data.
  4. Type "//" in an empty field and select the information you want to transfer from Bamboohr such as Employee Name, Job 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 Bamboohr and Salesforce

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

Other ways to connect Bamboohr and Salesforce

Using Zapier

Zapier provides a seamless connection between Bamboohr 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 Bamboohr and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower HR and sales teams with real-time employee insights, fostering improved communication and a superior employee 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 Bamboohr and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Bamboohr. 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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