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Connect LinkedIn to Salesforce like Magic

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

With Magical, you can transfer data from LinkedIn 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 LinkedIn to Salesforce, helping you speed up data entry and optimize your sales processes.

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More LinkedIn integrations with Magical

What LinkedIn data can you transfer

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

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

How to Transfer data from LinkedIn to Salesforce using Magical?

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

  1. Sign in to your LinkedIn account and open the profile containing the data you want to transfer, such as contact information and company details.
  2. In LinkedIn, label the information you want to transfer with Magical, like First Name, Last Name, Email, or Company.
  3. Sign in to your Salesforce account and open the record where you want to add the LinkedIn data.
  4. Type "//" in an empty field and select the information you want to transfer from LinkedIn such as First name, Last name, Email, 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 LinkedIn and Salesforce

Swift and efficient data entry in sales is crucial to maintaining customer relationships. LinkedIn is a powerful professional networking 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 LinkedIn to Salesforce, allowing you to focus on building relationships and closing deals.

Other ways to connect LinkedIn and Salesforce

Using Zapier

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