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Connect Phaxio to Salesforce like Magic

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

With Magical, you can transfer data from Phaxio 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 Phaxio to Salesforce, helping you speed up response time and optimize your customer support processes.

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What Phaxio data can you transfer

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

Fax Number
Recipient Name
Fax Content
Timestamp
And move more types of information by creating your own custom labels.

How to Transfer data from Phaxio to Salesforce using Magical?

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

  1. Sign in to your Phaxio account and open the fax containing the data you want to transfer, such as recipient information and fax content.
  2. In Phaxio, label the information you want to transfer with Magical, like Fax Number, Recipient Name, or Fax Content.
  3. Sign in to your Salesforce account and open the record where you want to add the Phaxio data.
  4. Type "//" in an empty field and select the information you want to transfer from Phaxio such as Fax Number, Recipient Name, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Phaxio and Salesforce

Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Phaxio is a powerful faxing platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Phaxio to Salesforce, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect Phaxio and Salesforce

Using an API

An additional approach to integrate Phaxio 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.

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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 Phaxio and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Phaxio. 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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