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Connect Callrail to Salesforce like Magic

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

With Magical, you can transfer data from Callrail 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 Callrail to Salesforce, helping you streamline your sales and customer support processes.

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More Callrail integrations with Magical

What Callrail data can you transfer

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

Call Recording
Caller ID
Call Source
Call Duration
And move more types of information by creating your own custom labels.

How to Transfer data from Callrail to Salesforce using Magical?

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

  1. Sign in to your Callrail account and open the call record containing the data you want to transfer, such as call recording, caller ID, call source, and call duration.
  2. In Callrail, label the information you want to transfer with Magical, like Call Recording, Caller ID, Call Source, or Call Duration.
  3. Sign in to your Salesforce account and open the record where you want to add the Callrail data.
  4. Type "//" in an empty field and select the information you want to transfer from Callrail such as Call Recording, Caller ID, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Callrail and Salesforce

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

Other ways to connect Callrail and Salesforce

Using Zapier

Zapier provides a seamless connection between Callrail 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 Callrail 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.

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Common questions


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Callrail and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Callrail. Magical is free, easy to use, and it can save you a lot of time and effort.


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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