Connect Citrix Sharefile to Salesforce like Magic
How to Use Magical to Transfer Data from Citrix Sharefile to Salesforce
Connect your apps with ease
Transfer Data from Citrix Sharefile to Salesforce: A Step-by-Step Guide
With Magical, you can transfer data from Citrix Sharefile 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 Citrix Sharefile to Salesforce, helping you speed up data entry and optimize your sales processes.
More Citrix Sharefile integrations with Magical
What Citrix Sharefile data can you transfer
Magical enables you to transfer a wide array of data from Citrix Sharefile to Salesforce. Here are some examples of the information you can extract:
File Name
File Size
Last Modified Date
File URL
And move more types of information by creating your own custom labels.
How to Transfer data from Citrix Sharefile to Salesforce using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Citrix Sharefile to Salesforce for more efficient data entry. Follow these steps:
Sign in to your Citrix Sharefile account and open the file containing the data you want to transfer, such as file name, size, type, and last modified date.
In Citrix Sharefile, label the information you want to transfer with Magical, like File Name, File Size, File Type, or Last Modified Date.
Sign in to your Salesforce account and open the record where you want to add the Citrix Sharefile data.
Type "//" in an empty field and select the information you want to transfer from Citrix Sharefile such as File Name, File Size, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Citrix Sharefile and Salesforce
Swift and efficient data entry is crucial to maintaining a streamlined sales process. Citrix Sharefile is a powerful file sharing and storage platform 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 Citrix Sharefile to Salesforce, allowing you to focus on closing deals and improving customer relationships.
Other ways to connect Citrix Sharefile and Salesforce
Using an API
An additional approach to integrate Citrix Sharefile and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales and operations teams with real-time file insights, fostering improved communication and a superior sales process. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
