Cognism Prospector to Salesforce

Cognism Prospector to Salesforce

Connect Cognism Prospector to Salesforce like Magic

How to Use Magical to Transfer Data from Cognism Prospector to Salesforce

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Transfer Data from Cognism Prospector to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Cognism Prospector 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 Cognism Prospector to Salesforce, helping you speed up response time and optimize your sales processes.

What Cognism Prospector data can you transfer

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

Prospect Name
Company Name
Email
Job Title

And move more types of information by creating your own custom labels.

How to Transfer data from Cognism Prospector to Salesforce using Magical?

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

  1. Sign in to your Cognism Prospector account and open the prospect profile containing the data you want to transfer, such as prospect information and company details.

  2. In Cognism Prospector, label the information you want to transfer with Magical, like Prospect Name, Email Address, or Job Title.

  3. Sign in to your Salesforce account and open the record where you want to add the Cognism Prospector data.

  4. Type "//" in an empty field and select the information you want to transfer from Cognism Prospector such as Prospect Name, Company Name, etc.

  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Cognism Prospector and Salesforce

Swift and efficient responses in sales are crucial to maintaining customer satisfaction. Cognism Prospector is a powerful prospecting tool 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 Cognism Prospector to Salesforce, allowing you to focus on closing deals and improving customer satisfaction.

Other ways to connect Cognism Prospector and Salesforce

Using an API

An additional approach to integrate Cognism Prospector and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales teams with real-time prospect insights, fostering improved communication and a superior customer experience. 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.

Ready to automate with Magical?

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