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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

Closing deals is a top priority for sales professionals, and utilizing tools like Salesforce and DocuSign can significantly streamline the sales process. Salesforce is a powerful customer relationship management (CRM) platform, while DocuSign offers an efficient way to send, sign, and manage agreements electronically. However, transferring data between these two platforms can be a challenge. That's where Magical comes in. This powerful Chrome extension enables you to effortlessly transfer data from Salesforce to DocuSign, helping you close more deals and optimize your sales process. In this blog post, we'll discuss what Magical is, how to install it, and how to use it to transfer data from Salesforce to DocuSign.

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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
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 to close more deals. Follow these steps:

  1. Sign in to your Salesforce account and open the record containing the data you want to transfer, such as contact information and deal details.
  2. Sign in to your DocuSign account and create a new envelope for the agreement you want to send.
  3. Click on the Magical extension in your browser's toolbar, and connect it to both your Salesforce and DocuSign accounts.
  4. In Salesforce, locate the data you want to transfer, like First Name, Last Name, Email Address, or Deal Information.
  5. Type "//" in an empty field in Salesforce to trigger the Magical extension or click the Magical button in your browser and add the data you want to transfer to DocuSign. Tip: You can search for variable names by typing.
  6. Once you've added all the data, the information will be automatically inserted into your DocuSign envelope.
  7. Repeat the process for any other Salesforce to DocuSign transfers you want to do for your sales processes.


Magical is an invaluable tool for sales professionals, helping to streamline the process of transferring and managing data from Salesforce to DocuSign for efficient sales processes. By simplifying data transfers, Magical saves you time and effort, allowing you to focus on engaging with potential customers and closing deals. Give Magical a try and experience the difference it can make in streamlining your contact process.

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 LinkedIn profiles and transfer data directly to Google Sheets. The extension is designed to simplify the process of data collection by automating the extraction of information from LinkedIn profiles. 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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