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Connect Formsite to Salesforce like Magic

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

With Magical, you can transfer data from Formsite 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 Formsite to Salesforce, helping you streamline your data entry and optimize your business processes.

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What Formsite data can you transfer

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

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

How to Transfer data from Formsite to Salesforce using Magical?

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

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

About Formsite and Salesforce

Efficient data management is crucial to maintaining smooth business operations. Formsite is a powerful form builder 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 Formsite to Salesforce, allowing you to focus on improving your business operations and customer satisfaction.

Other ways to connect Formsite and Salesforce

Using Zapier

Zapier provides a seamless connection between Formsite 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 Formsite and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time data 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


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Formsite and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Formsite. 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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