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Connect Salesforce to Smartsheet like Magic

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

With Magical, you can transfer data from Salesforce to Smartsheet 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 Smartsheet, helping you streamline your workflow and optimize your data management 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 Smartsheet. 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 Smartsheet using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Salesforce to Smartsheet for more efficient data management. 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 account details.
  2. In Salesforce, label the information you want to transfer with Magical, like Contact Name, Email Address, or Account Details.
  3. Sign in to your Smartsheet account and open the sheet where you want to add the Salesforce data.
  4. Type "//" in an empty cell and select the information you want to transfer from Salesforce such as Contact Name, Company, etc.
  5. The next time you fill out a sheet, Magical will automatically transfer all the fields into the form with one click.

About Salesforce and Smartsheet

Efficient data management is crucial to maintaining smooth operations. Salesforce is a powerful customer relationship management (CRM) solution and Smartsheet is a robust work execution platform. Combining the capabilities of these two platforms can significantly enhance your data management efforts. By leveraging Magical, you can easily move information from Salesforce to Smartsheet, allowing you to focus on managing your data and improving operational efficiency.

Other ways to connect Salesforce and Smartsheet

Using Zapier

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

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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