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Connect Salesforce to Intercom like Magic

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

In the world of customer support, swift and efficient responses are crucial to maintaining customer satisfaction. Intercom is a powerful customer communication platform, while Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. However, transferring data between them can be challenging. That's where Magical comes in. This powerful Chrome extension enables you to effortlessly transfer data from Intercom to Salesforce, helping you reduce response time and optimize your customer support processes. In this blog post, we'll discuss what Magical is, how to install it, and how to use it to transfer data from Intercom to Salesforce for more efficient customer support.

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What Salesforce data can you transfer

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

First Name
Account Name
Email
Company
And move more types of information by creating your own custom labels.

How to Transfer data from Salesforce to Intercom using Magical?

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

  1. Sign in to your Intercom account and open the conversation containing the data you want to transfer, such as customer information and support details.
  2. Sign in to your Salesforce account and open the record where you want to add the Intercom data.
  3. Click on the Magical extension in your browser's toolbar, and connect it to both your Intercom and Salesforce accounts.
  4. In Intercom, locate the data you want to transfer, like Customer Name, Email Address, or Support Details.
  5. Type "//" in an empty field in Intercom to trigger the Magical extension or click the Magical button in your browser and add the data you want to transfer to Salesforce. Tip: You can search for variable names by typing.
  6. Once you've added all the data, the information will be automatically inserted into your Salesforce record.
  7. Repeat the process for any other Intercom to Salesforce transfers you want to do for your customer support processes.

Conclusion

Magical is an invaluable tool for customer support professionals, helping to streamline the process of transferring and managing data from Intercom to Salesforce for efficient customer support. By simplifying data transfers, Magical saves you time and effort, allowing you to focus on resolving customer issues and improving customer satisfaction. Give Magical a try and experience the difference it can make in your customer support processes today

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 LinkedIn profiles and transfer data directly to Google Sheets. The extension is designed to simplify the process of data collection by automating the extraction of information from LinkedIn profiles. 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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