Connect Onenote to Salesforce like Magic
How to Use Magical to Transfer Data from Onenote to Salesforce
Connect your apps with ease
Transfer Data from Onenote to Salesforce: A Step-by-Step Guide
With Magical, you can transfer data from Onenote 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 Onenote to Salesforce, helping you speed up data entry and optimize your sales processes.
More Onenote integrations with Magical
What Onenote data can you transfer
Magical enables you to transfer a wide array of data from Onenote to Salesforce. Here are some examples of the information you can extract:
Note Title
Note Content
Creation Date
Last Modified Date
And move more types of information by creating your own custom labels.
How to Transfer data from Onenote to Salesforce using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Onenote to Salesforce for more efficient data entry. Follow these steps:
Sign in to your Onenote account and open the note containing the data you want to transfer, such as note title, content, tags, and creation date.
In Onenote, label the information you want to transfer with Magical, like Note Title, Note Content, or Note Tags.
Sign in to your Salesforce account and open the record where you want to add the Onenote data.
Type "//" in an empty field and select the information you want to transfer from Onenote such as Note Title, Note Content, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Onenote and Salesforce
Swift and efficient data entry is crucial to maintaining a streamlined sales process. Onenote is a powerful note-taking 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 Onenote to Salesforce, allowing you to focus on closing deals and improving customer relationships.
Other ways to connect Onenote and Salesforce
Using an API
An additional approach to integrate Onenote 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.
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.
