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Connect Magento to Salesforce like Magic

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

With Magical, you can transfer data from Magento 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 Magento to Salesforce, helping you streamline your sales process and optimize your customer relationship management.

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What Magento data can you transfer

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

Product Name
Product Description
Price
Inventory Count
And move more types of information by creating your own custom labels.

How to Transfer data from Magento to Salesforce using Magical?

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

  1. Sign in to your Magento account and open the order containing the data you want to transfer, such as product details and customer information.
  2. In Magento, label the information you want to transfer with Magical, like Product Name, SKU, or Order Status.
  3. Sign in to your Salesforce account and open the record where you want to add the Magento data.
  4. Type "//" in an empty field and select the information you want to transfer from Magento such as Product Name, SKU, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Magento and Salesforce

Swift and efficient data transfer in sales management is crucial to maintaining customer satisfaction. Magento is a powerful e-commerce 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 Magento to Salesforce, allowing you to focus on managing sales and improving customer satisfaction.

Other ways to connect Magento and Salesforce

Using Zapier

Zapier provides a seamless connection between Magento 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 Magento 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

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