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Connect Mavenlink to Salesforce like Magic

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

With Magical, you can transfer data from Mavenlink 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 Mavenlink to Salesforce, helping you streamline your project management and customer relationship processes.

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What Mavenlink data can you transfer

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

Project Name
Task Details
Due Date
Assigned To
And move more types of information by creating your own custom labels.

How to Transfer data from Mavenlink to Salesforce using Magical?

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

  1. Sign in to your Mavenlink account and open the project containing the data you want to transfer, such as project name, task details, due date, and assigned to.
  2. In Mavenlink, label the information you want to transfer with Magical, like Project Name, Task Details, Due Date, or Assigned To.
  3. Sign in to your Salesforce account and open the record where you want to add the Mavenlink data.
  4. Type "//" in an empty field and select the information you want to transfer from Mavenlink such as Project Name, Task Details, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Mavenlink and Salesforce

Efficient project management and customer relationship management are crucial to maintaining customer satisfaction. Mavenlink is a powerful project management platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your project management efforts. By leveraging Magical, you can easily move information from Mavenlink to Salesforce, allowing you to focus on managing projects and improving customer satisfaction.

Other ways to connect Mavenlink and Salesforce

Using Zapier

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