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Connect Help Scout to Salesforce like Magic

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

With Magical, you can transfer data from Help Scout 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 Help Scout to Salesforce, helping you speed up response time and optimize your customer support processes.

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What Help Scout data can you transfer

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

Customer Name
Email Address
Ticket Details
And move more types of information by creating your own custom labels.

How to Transfer data from Help Scout to Salesforce using Magical?

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

  1. Sign in to your Help Scout account and open the conversation containing the data you want to transfer, such as customer information and support details.
  2. In Help Scout, label the information you want to transfer with Magical, like Customer Name, Email Address, or Ticket Details.
  3. Sign in to your Salesforce account and open the record where you want to add the Help Scout data.
  4. Type "//" in an empty field and select the information you want to transfer from Help Scout such as Customer Name, Company, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Help Scout and Salesforce

Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Help Scout is a powerful customer communication platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Help Scout to Salesforce, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect Help Scout and Salesforce

Using Zapier

Zapier provides a seamless connection between Help Scout 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 Help Scout 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.

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