Connect Salesforce Essentials to Thinkific like Magic
How to Use Magical to Transfer Data from Salesforce Essentials to Thinkific
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Transfer Data from Salesforce Essentials to Thinkific: A Step-by-Step Guide
With Magical, you can transfer data from Salesforce Essentials to Thinkific 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 Salesforce Essentials to Thinkific, helping you streamline your course creation and customer management processes.
More Salesforce Essentials integrations with Magical
What Salesforce Essentials data can you transfer
Magical enables you to transfer a wide array of data from Salesforce Essentials to Thinkific. Here are some examples of the information you can extract:
First Name
Account Name
Course Name
And move more types of information by creating your own custom labels.
How to Transfer data from Salesforce Essentials to Thinkific using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Salesforce Essentials to Thinkific for more efficient course creation and customer management. Follow these steps:
Sign in to your Salesforce Essentials account and open the record containing the data you want to transfer, such as customer information and course details.
In Salesforce Essentials, label the information you want to transfer with Magical, like Customer Name, Email Address, or Course Name.
Sign in to your Thinkific account and open the course where you want to add the Salesforce Essentials data.
Type "//" in an empty field and select the information you want to transfer from Salesforce Essentials such as First name, Course Name, etc.
The next time you create a course, Magical will automatically transfer all the fields into the form with one click.
About Salesforce Essentials and Thinkific
Efficient course creation and customer management are crucial to maintaining a successful online education platform. Salesforce Essentials is a powerful customer relationship management (CRM) solution and Thinkific is a robust online course platform. Combining the capabilities of these two platforms can significantly enhance your online education efforts. By leveraging Magical, you can easily move information from Salesforce Essentials to Thinkific, allowing you to focus on creating engaging courses and improving customer satisfaction.
Other ways to connect Salesforce Essentials and Thinkific
Using Zapier
Zapier provides a seamless connection between Salesforce Essentials and Thinkific, 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 Salesforce Essentials and Thinkific is by directly utilizing their APIs. By integrating both APIs, you empower course creators and customer management teams with real-time insights, fostering improved communication and a superior user experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
