Connect Salesforce to Docusign like Magic
How to Use Magical to Transfer Data from Salesforce to Docusign
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Transfer Data from Salesforce to Docusign: A Step-by-Step Guide
With Magical, you can transfer data from Salesforce to Docusign in no time – 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 Salesforce to Docusign, helping you streamline your workflow and optimize your document signing processes.
More Salesforce integrations with Magical
What Salesforce data can you transfer
Magical enables you to transfer a wide array of data from Salesforce to Docusign. Here are some examples of the information you can extract:
First Name
Account Name
Company
And move more types of information by creating your own custom labels.
How to Transfer data from Salesforce to Docusign using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Salesforce to Docusign for more efficient document signing. Follow these steps:
Sign in to your Salesforce account and open the record containing the data you want to transfer, such as customer information and document details.
In Salesforce, label the information you want to transfer with Magical, like Customer Name, Email Address, or Document Details.
Sign in to your Docusign account and open the document where you want to add the Salesforce data.
Type "//" in an empty field and select the information you want to transfer from Salesforce such as First name, Company, etc.
The next time you fill out a document, Magical will automatically transfer all the fields into the form with one click.
Conclusion
Swift and efficient data transfer is crucial to maintaining an optimized workflow. Salesforce is a powerful customer relationship management (CRM) solution and Docusign is a robust document signing platform. Combining the capabilities of these two platforms can significantly enhance your productivity. By leveraging Magical, you can easily move information from Salesforce to Docusign, allowing you to focus on what matters most.
Other ways to connect Salesforce and DocuSign
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 WhatsApp and transfer data directly to Slack. The extension is designed to simplify the process of data collection by automating the extraction of information from WhatsApp. 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.
