With Magical, you can transfer data from Cognito Forms 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 Cognito Forms to Salesforce, helping you speed up data entry and optimize your sales processes.Get Magical for Free
Magical enables you to transfer a wide array of data from Cognito Forms to Salesforce. Here are some examples of the information you can extract:
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Cognito Forms to Salesforce for more efficient data entry. Follow these steps:
Swift and efficient data entry is crucial to maintaining efficient sales processes. Cognito Forms is a powerful form builder 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 Cognito Forms to Salesforce, allowing you to focus on managing your sales and improving customer relationships.
Zapier provides a seamless connection between Cognito Forms 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
An additional approach to integrate Cognito Forms 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.
WHAT IS MAGICAL
Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on LinkedIn profiles and transfer data directly to Google Sheets. The extension is designed to simplify the process of data collection by automating the extraction of information from LinkedIn profiles. Magical is free, easy to use, and it can save you a lot of time and effort.
HOW TO INSTALL MAGICAL
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.