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Connect Docusign to Salesforce like Magic

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

With Magical, you can transfer data from Docusign 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 Docusign to Salesforce, helping you speed up data entry and optimize your sales processes.

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More Docusign integrations with Magical

What Docusign data can you transfer

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

Document Name
Signer Name
Signer Email
Document Status
And move more types of information by creating your own custom labels.

How to Transfer data from Docusign to Salesforce using Magical?

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

  1. Sign in to your Docusign account and open the document containing the data you want to transfer, such as document name, signer name, and document status.
  2. In Docusign, label the information you want to transfer with Magical, like Document Name, Signer Name, or Document Status.
  3. Sign in to your Salesforce account and open the record where you want to add the Docusign data.
  4. Type "//" in an empty field and select the information you want to transfer from Docusign such as Document Name, Signer 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 Docusign and Salesforce

Swift and efficient data entry in sales processes are crucial to maintaining customer satisfaction. Docusign is a powerful e-signature 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 Docusign to Salesforce, allowing you to focus on closing deals and improving customer satisfaction.

Other ways to connect DocuSign and Salesforce

Using Zapier

Zapier provides a seamless connection between Docusign 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 Docusign and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales teams with real-time document insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

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