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Connect Google Docs to Salesforce like Magic

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

With Magical, you can transfer data from Google Docs 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 Google Docs to Salesforce, helping you streamline your data entry and optimize your sales processes.

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More Google Docs integrations with Magical

What Google Docs data can you transfer

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

Document Title
Content
Comments
Last Modified
And move more types of information by creating your own custom labels.

How to Transfer data from Google Docs to Salesforce using Magical?

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

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

About Google Docs and Salesforce

Efficient data entry is crucial to maintaining a streamlined sales process. Google Docs is a powerful document creation 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 Google Docs to Salesforce, allowing you to focus on closing deals and improving customer relationships.

Other ways to connect Google Docs and Salesforce

Using Zapier

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