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Connect Dialpad to Salesforce Essentials like Magic

How to Use Magical to Transfer Data from Dialpad to Salesforce Essentials
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Transfer Data from Dialpad to Salesforce Essentials: A Step-by-Step Guide

With Magical, you can transfer data from Dialpad to Salesforce Essentials 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 Dialpad to Salesforce Essentials, helping you streamline your sales and customer support processes.

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What Dialpad data can you transfer

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

Caller Name
Phone Number
Call Duration
Call Notes
And move more types of information by creating your own custom labels.

How to Transfer data from Dialpad to Salesforce Essentials using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Dialpad to Salesforce Essentials for more efficient sales and customer support. Follow these steps:

  1. Sign in to your Dialpad account and open the call log containing the data you want to transfer, such as caller information and call details.
  2. In Dialpad, label the information you want to transfer with Magical, like Caller Name, Phone Number, or Call Notes.
  3. Sign in to your Salesforce Essentials account and open the record where you want to add the Dialpad data.
  4. Type "//" in an empty field and select the information you want to transfer from Dialpad such as Caller Name, Call Duration, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Dialpad and Salesforce Essentials

Swift and efficient responses in sales and customer support are crucial to maintaining customer satisfaction. Dialpad is a powerful communication platform and Salesforce Essentials is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your sales and customer support efforts. By leveraging Magical, you can easily move information from Dialpad to Salesforce Essentials, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect Dialpad and Salesforce Essentials

Using Zapier

Zapier provides a seamless connection between Dialpad and Salesforce Essentials, 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 Dialpad and Salesforce Essentials 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.

Common questions

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 Dialpad and transfer data directly to Salesforce Essentials. The extension is designed to simplify the process of data collection by automating the extraction of information from Dialpad. 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.

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