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Connect Greenhouse to Salesforce like Magic

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

With Magical, you can transfer data from Greenhouse 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 Greenhouse to Salesforce, helping you streamline your recruitment process and optimize your candidate management.

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More Greenhouse integrations with Magical

What Greenhouse data can you transfer

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

First Name
Last Name
Position
Salary
And move more types of information by creating your own custom labels.

How to Transfer data from Greenhouse to Salesforce using Magical?

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

  1. Sign in to your Greenhouse account and open the candidate profile containing the data you want to transfer, such as candidate information and application status.
  2. In Greenhouse, label the information you want to transfer with Magical, like Candidate Name, Job Title, Email, or Application Status.
  3. Sign in to your Salesforce account and open the record where you want to add the Greenhouse data.
  4. Type "//" in an empty field and select the information you want to transfer from Greenhouse such as Candidate Name, Job Title, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Greenhouse and Salesforce

Swift and efficient data transfer in recruitment and candidate management are crucial to maintaining a smooth hiring process. Greenhouse is a powerful recruitment platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your recruitment efforts. By leveraging Magical, you can easily move information from Greenhouse to Salesforce, allowing you to focus on selecting the best candidates and improving your hiring process.

Other ways to connect Greenhouse and Salesforce

Using Zapier

Zapier provides a seamless connection between Greenhouse 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 Greenhouse and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower recruitment and HR teams with real-time candidate insights, fostering improved communication and a superior hiring process. 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 Greenhouse and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Greenhouse. 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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