Connect Salesforce to Smartsheet like Magic
How to Use Magical to Transfer Data from Salesforce to Smartsheet
Connect your apps with ease
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.
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
Company
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:
Sign in to your Salesforce account and open the record containing the data you want to transfer, such as customer information and account details.
In Salesforce, label the information you want to transfer with Magical, like Customer Name, Email Address, or Account Details.
Sign in to your Smartsheet account and open the sheet where you want to add the Salesforce data.
Type "//" in an empty field and select the information you want to transfer from Salesforce such as First name, Company, etc.
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 workflow. By leveraging Magical, you can easily move information from Salesforce to Smartsheet, allowing you to focus on managing your data and improving your operations.
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 workflow. 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.
