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Connect Gong to Salesforce like Magic

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

With Magical, you can transfer data from Gong 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 Gong to Salesforce, helping you streamline your sales processes and optimize your customer relationship management.

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What Gong data can you transfer

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

Call Duration
Call Notes
Customer Name
Deal Stage
And move more types of information by creating your own custom labels.

How to Transfer data from Gong to Salesforce using Magical?

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

  1. Sign in to your Gong account and open the call containing the data you want to transfer, such as call duration, notes, customer name, and deal stage.
  2. In Gong, label the information you want to transfer with Magical, like Call Duration, Call Notes, Customer Name, or Deal Stage.
  3. Sign in to your Salesforce account and open the record where you want to add the Gong data.
  4. Type "//" in an empty field and select the information you want to transfer from Gong such as Call Duration, Call Notes, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Gong and Salesforce

Swift and efficient data transfer in sales processes are crucial to maintaining customer satisfaction. Gong is a powerful sales conversation 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 Gong to Salesforce, allowing you to focus on closing deals and improving customer satisfaction.

Other ways to connect Gong and Salesforce

Using Zapier

Zapier provides a seamless connection between Gong 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 Gong and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales teams with real-time customer 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 Gong and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Gong. 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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