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Connect Salesforce to Google Sheets like Magic

How to Use Magical to Scrape Data from Salesforce to Google Sheets
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Scrape Data from Salesforce to Google Sheets: A Step-by-Step Guide

With Magical, a robust Chrome extension, you can effortlessly transfer data from Salesforce to Google Sheets – no need for intricate integrations or coding. In this article, we’ll guide you on how to install the app and use it to transfer data from Salesforce to Google Sheets. Whether you're using Salesforce and Google Sheets for sales tracking, customer management, or general data analysis, Magical is the ideal tool to streamline your workflow.

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More Salesforce integrations with Magical

What Salesforce data can you scrape

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

First Name
Account Name
Email
Company
And move more types of information by creating your own custom labels.

How to Scrape data from Salesforce to Google Sheets using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Salesforce to Google Sheets. Follow these steps:

  1. Sign in to your Salesforce account and open the account or contact whose data you want to transfer. Tip: You can transfer multiple accounts or contacts at once, just open them in individual tabs!
  2. Open Google Sheets, type "//" in an empty cell, and Magical will ask to connect to your Google account.
  3. Open the Magical panel on a Salesforce account or contact and click the “Transfer” button. Choose whether you transfer to a new Google Sheet or an existing one.
  4. Now repeat that for any other Salesforce to Google Sheets transfers you want to do!

About Salesforce and Google Sheets

Salesforce, as a leading CRM platform, offers a wealth of data to power sales and customer management workflows. However, the challenge lies in the time-consuming task of moving data to systems that allow you to use the data like Google Sheets. By leveraging Magical, you can effortlessly transfer data from Salesforce to Google Sheets, significantly speeding up your workflows regardless of the task at hand.

Other ways to connect Salesforce and Google Sheets

Using Zapier

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

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 Salesforce 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 Salesforce. 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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