Connect Namely to Salesforce like Magic
How to Use Magical to Transfer Data from Namely to Salesforce
Connect your apps with ease
Transfer Data from Namely to Salesforce: A Step-by-Step Guide
With Magical, you can transfer data from Namely 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 Namely to Salesforce, helping you streamline your HR processes and optimize your sales operations.
More Namely integrations with Magical
What Namely data can you transfer
Magical enables you to transfer a wide array of data from Namely to Salesforce. Here are some examples of the information you can extract:
Employee Name
Job Title
Department
And move more types of information by creating your own custom labels.
How to Transfer data from Namely to Salesforce using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Namely to Salesforce for more efficient HR and sales operations. Follow these steps:
Sign in to your Namely account and open the employee profile containing the data you want to transfer, such as employee name, job title, email, and department.
In Namely, label the information you want to transfer with Magical, like Employee Name, Job Title, Email, or Department.
Sign in to your Salesforce account and open the record where you want to add the Namely data.
Type "//" in an empty field and select the information you want to transfer from Namely such as Employee Name, Job Title, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Namely and Salesforce
Efficient data transfer between HR and sales operations is crucial to maintaining a smooth workflow. Namely is a comprehensive HR platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your HR and sales operations. By leveraging Magical, you can easily move information from Namely to Salesforce, allowing you to focus on improving your HR and sales processes.
Other ways to connect Namely and Salesforce
Using Zapier
Zapier provides a seamless connection between Namely 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 Namely and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower HR and sales teams with real-time employee insights, fostering improved communication and a superior workflow. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
