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Connect Proposify to Salesforce like Magic

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

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

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What Proposify data can you transfer

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

Proposal Name
Client Name
And move more types of information by creating your own custom labels.

How to Transfer data from Proposify to Salesforce using Magical?

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

  1. Sign in to your Proposify account and open the proposal containing the data you want to transfer, such as client information and proposal details.
  2. In Proposify, label the information you want to transfer with Magical, like Proposal Name, Client Name, Email, or Company.
  3. Sign in to your Salesforce account and open the record where you want to add the Proposify data.
  4. Type "//" in an empty field and select the information you want to transfer from Proposify such as Proposal Name, Client 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 Proposify and Salesforce

Swift and efficient responses in sales are crucial to maintaining customer satisfaction. Proposify is a powerful proposal management 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 Proposify to Salesforce, allowing you to focus on closing deals and improving customer satisfaction.

Other ways to connect Proposify and Salesforce

Using Zapier

Zapier provides a seamless connection between Proposify 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 Proposify and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales 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


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Proposify and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Proposify. Magical is free, easy to use, and it can save you a lot of time and effort.


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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