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Connect Pendo to Salesforce like Magic

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

With Magical, you can transfer data from Pendo 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 Pendo to Salesforce, helping you streamline your data management and optimize your sales processes.

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What Pendo data can you transfer

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

User ID
Account ID
Email
Company Name
And move more types of information by creating your own custom labels.

How to Transfer data from Pendo to Salesforce using Magical?

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

  1. Sign in to your Pendo account and open the user profile containing the data you want to transfer, such as user ID, account ID, email, and product usage.
  2. In Pendo, label the information you want to transfer with Magical, like User ID, Account ID, Email, or Product Usage.
  3. Sign in to your Salesforce account and open the record where you want to add the Pendo data.
  4. Type "//" in an empty field and select the information you want to transfer from Pendo such as User ID, Account ID, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Pendo and Salesforce

Swift and efficient data management is crucial to maintaining a streamlined sales process. Pendo is a powerful product experience 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 Pendo to Salesforce, allowing you to focus on improving your sales strategies and customer satisfaction.

Other ways to connect Pendo and Salesforce

Using Zapier

Zapier provides a seamless connection between Pendo 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 Pendo and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales and marketing 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 Pendo and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Pendo. 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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