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Connect Citrix Sharefile to Salesforce like Magic

How to Use Magical to Transfer Data from Citrix Sharefile to Salesforce
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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.

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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:

  1. 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.
  2. In Citrix Sharefile, label the information you want to transfer with Magical, like File Name, File Size, File Type, or Last Modified Date.
  3. Sign in to your Salesforce account and open the record where you want to add the Citrix Sharefile data.
  4. Type "//" in an empty field and select the information you want to transfer from Citrix Sharefile such as File Name, File Size, etc.
  5. 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


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Citrix Sharefile and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Citrix Sharefile. 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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