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Connect Cognito Forms to Salesforce like Magic

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

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 streamline your data entry and optimize your business processes.

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More Cognito Forms integrations with Magical

What Cognito Forms data can you transfer

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:

Form Name
Submission Date
Entry ID
Form Data
And move more types of information by creating your own custom labels.

How to Transfer data from Cognito Forms to Salesforce using Magical?

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 management. Follow these steps:

  1. Sign in to your Cognito Forms account and open the form containing the data you want to transfer, such as form responses and submitter's details.
  2. In Cognito Forms, label the information you want to transfer with Magical, like Form Name, Form Responses, or Submitter's Email.
  3. Sign in to your Salesforce account and open the record where you want to add the Cognito Forms data.
  4. Type "//" in an empty field and select the information you want to transfer from Cognito Forms such as Form Name, Form Responses, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Cognito Forms and Salesforce

Efficient data management is crucial to maintaining smooth business operations. 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 business processes. By leveraging Magical, you can easily move information from Cognito Forms to Salesforce, allowing you to focus on improving your business operations and customer satisfaction.

Other ways to connect Cognito Forms and Salesforce

Using Zapier

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

Using an API

An additional approach to integrate Cognito Forms and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time form responses, 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 Cognito Forms and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Cognito Forms. 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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