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Connect Salesforce to Sendoso like Magic

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

With Magical, you can transfer data from Salesforce to Sendoso 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 Sendoso, helping you streamline your sales process and optimize your customer outreach efforts.

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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 Sendoso. 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 Sendoso using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Salesforce to Sendoso for more efficient sales outreach. 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 sales details.
  2. In Salesforce, label the information you want to transfer with Magical, like Customer Name, Email Address, or Sales Details.
  3. Sign in to your Sendoso 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 Sendoso

Swift and efficient data transfer in sales outreach is crucial to maintaining customer satisfaction. Salesforce is a powerful customer relationship management (CRM) solution and Sendoso is a robust sending platform. Combining the capabilities of these two platforms can significantly enhance your sales efforts. By leveraging Magical, you can easily move information from Salesforce to Sendoso, allowing you to focus on reaching out to customers and improving customer satisfaction.

Other ways to connect Salesforce and Sendoso

Using Zapier

Zapier provides a seamless connection between Salesforce and Sendoso, 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 Sendoso is by directly utilizing their APIs. By integrating both APIs, you empower sales and marketing 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 Sendoso. 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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