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Connect Chargify to Salesforce like Magic

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

With Magical, you can transfer data from Chargify 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 Chargify to Salesforce, helping you streamline your billing and customer relationship management processes.

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More Chargify integrations with Magical

What Chargify data can you transfer

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

Customer Name
Subscription Plan
Billing Information
Contact Email
And move more types of information by creating your own custom labels.

How to Transfer data from Chargify to Salesforce using Magical?

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

  1. Sign in to your Chargify account and open the subscription containing the data you want to transfer, such as customer information and billing details.
  2. In Chargify, label the information you want to transfer with Magical, like Customer Name, Subscription ID, or Billing Address.
  3. Sign in to your Salesforce account and open the record where you want to add the Chargify data.
  4. Type "//" in an empty field and select the information you want to transfer from Chargify such as Customer Name, Subscription 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 Chargify and Salesforce

Efficient billing and customer management are crucial to maintaining customer satisfaction. Chargify is a powerful subscription billing platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your billing and customer management efforts. By leveraging Magical, you can easily move information from Chargify to Salesforce, allowing you to focus on managing subscriptions and improving customer satisfaction.

Other ways to connect Chargify and Salesforce

Using Zapier

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