Arrow pointing right

Connect Salesforce to Teamwork like Magic

How to Use Magical to Transfer Data from Salesforce to Teamwork
Install Magical
Connect your apps with ease

Transfer Data from Salesforce to Teamwork: A Step-by-Step Guide

With Magical, you can transfer data from Salesforce to Teamwork 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 Teamwork, helping you streamline your project management and optimize your team collaboration processes.

Get Magical for Free

More Salesforce integrations with Magical

What Salesforce data can you transfer

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

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Salesforce to Teamwork for more efficient project management. 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 project details.
  2. In Salesforce, label the information you want to transfer with Magical, like Customer Name, Email Address, or Project Details.
  3. Sign in to your Teamwork account and open the project 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 project, Magical will automatically transfer all the fields into the form with one click.

About Salesforce and Teamwork

Swift and efficient data transfer in project management is crucial to maintaining team productivity. Salesforce is a powerful customer relationship management (CRM) solution and Teamwork is a robust project management platform. Combining the capabilities of these two platforms can significantly enhance your project management efforts. By leveraging Magical, you can easily move information from Salesforce to Teamwork, allowing you to focus on managing projects and improving team collaboration.

Other ways to connect Salesforce and Teamwork

Using Zapier

Zapier provides a seamless connection between Salesforce and Teamwork, 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 Teamwork is by directly utilizing their APIs. By integrating both APIs, you empower sales and project teams with real-time customer insights, fostering improved communication and a superior team collaboration 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 Teamwork. 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.

Ready to save time with Magical?

Add to Chrome – it's free
Chrome Store · 4.6 stars · 2,620+ reviews