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Connect Salesforce to Iterable like Magic

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

With Magical, you can transfer data from Salesforce to Iterable 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 to Iterable, helping you streamline your marketing automation and customer engagement processes.

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More Salesforce integrations with Magical

What Salesforce data can you transfer

Magical enables you to transfer a wide array of data from Salesforce to Iterable. 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 Transfer data from Salesforce to Iterable using Magical?

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

  1. Sign in to your Salesforce account and open the record containing the data you want to transfer, such as customer information and account details.
  2. In Salesforce, label the information you want to transfer with Magical, like Customer Name, Email Address, or Account Details.
  3. Sign in to your Iterable account and open the record where you want to add the Salesforce data.
  4. Type "//" in an empty field and select the information you want to transfer from Salesforce such as First name, Company, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Salesforce and Iterable

Swift and efficient data transfer in marketing automation is crucial to maintaining customer engagement. Salesforce is a powerful customer relationship management (CRM) solution and Iterable is a robust marketing automation platform. Combining the capabilities of these two platforms can significantly enhance your marketing efforts. By leveraging Magical, you can easily move information from Salesforce to Iterable, allowing you to focus on creating personalized customer experiences.

Other ways to connect Salesforce and Iterable

Using Zapier

Zapier provides a seamless connection between Salesforce and Iterable, 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 Iterable is by directly utilizing their APIs. By integrating both APIs, you empower marketing and sales teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

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 Iterable. 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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