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Connect Namely to Salesforce like Magic

How to Use Magical to Transfer Data from Namely to Salesforce
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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.

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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
Email
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:

  1. 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.
  2. In Namely, label the information you want to transfer with Magical, like Employee Name, Job Title, Email, or Department.
  3. Sign in to your Salesforce account and open the record where you want to add the Namely data.
  4. Type "//" in an empty field and select the information you want to transfer from Namely such as Employee Name, Job Title, etc.
  5. 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 a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Namely and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Namely. 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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