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Connect Qualtrics to Salesforce like Magic

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

With Magical, you can transfer data from Qualtrics 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 Qualtrics to Salesforce, helping you speed up data entry and optimize your business processes.

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More Qualtrics integrations with Magical

What Qualtrics data can you transfer

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

Survey Responses
Participant Details
Survey Metrics
Feedback Comments
And move more types of information by creating your own custom labels.

How to Transfer data from Qualtrics to Salesforce using Magical?

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

  1. Sign in to your Qualtrics account and open the survey containing the data you want to transfer, such as survey responses and respondent details.
  2. In Qualtrics, label the information you want to transfer with Magical, like Survey Responses, Respondent Email, or Survey Name.
  3. Sign in to your Salesforce account and open the record where you want to add the Qualtrics data.
  4. Type "//" in an empty field and select the information you want to transfer from Qualtrics such as Survey Responses, Respondent Email, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Qualtrics and Salesforce

Swift and efficient data management is crucial to maintaining business efficiency. Qualtrics is a powerful survey platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your business processes. By leveraging Magical, you can easily move information from Qualtrics to Salesforce, allowing you to focus on analyzing data and improving business strategies.

Other ways to connect Qualtrics and Salesforce

Using Zapier

Zapier provides a seamless connection between Qualtrics 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 Qualtrics and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time survey insights, fostering improved communication and a superior data analysis. 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 Qualtrics and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Qualtrics. 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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