Arrow pointing right

Connect Gmail to Salesforce like Magic

How to Use Magical to Transfer Data from Gmail to Salesforce
Book a Demo
Connect your apps with ease

Transfer Data from Gmail to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Gmail 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 Gmail to Salesforce, helping you streamline your workflow and optimize your data management processes.

Book a Demo

More Gmail integrations with Magical

What Gmail data can you transfer

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

Email Subject
Email Body
Sender
Recipient
And move more types of information by creating your own custom labels.

How to Transfer data from Gmail to Salesforce using Magical?

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

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

About Gmail and Salesforce

Swift and efficient data management is crucial to maintaining a smooth workflow. Gmail is a powerful email platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your data management efforts. By leveraging Magical, you can easily move information from Gmail to Salesforce, allowing you to focus on your core tasks and improving productivity.

Other ways to connect Gmail and Salesforce

Using Zapier

Zapier provides a seamless connection between Gmail 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 Gmail 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.

Have an integration in mind?

We can connect ANY app. We'll show you how in 15 mins, and if not, we'll give you $100 for your time.
Book a time

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

Ready to save time with Magical?

Book a Demo
Chrome Store · 4.6 stars · 3,200+ reviews