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Connect Surveygizmo to Salesforce like Magic

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

With Magical, you can transfer data from Surveygizmo to Salesforce 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 Surveygizmo to Salesforce, helping you speed up data entry and optimize your data management processes.

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More Surveygizmo integrations with Magical

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What Surveygizmo data can you transfer

Magical enables you to transfer a wide array of data from Surveygizmo to Salesforce. Here are some examples of the information you can extract:

Survey Name
Respondent Email
Response Date
Survey Score
And move more types of information by creating your own custom labels.

How to Transfer data from Surveygizmo to Salesforce using Magical?

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

  1. Sign in to your Surveygizmo account and open the survey containing the data you want to transfer, such as respondent information and survey results.
  2. In Surveygizmo, label the information you want to transfer with Magical, like Survey Name, Respondent Email, or Survey Score.
  3. Sign in to your Salesforce account and open the record where you want to add the Surveygizmo data.
  4. Type "//" in an empty field and select the information you want to transfer from Surveygizmo such as Survey Name, Respondent Email, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Surveygizmo and Salesforce

Swift and efficient data management is crucial to maintaining customer satisfaction. Surveygizmo is a powerful survey platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your data management efforts. By leveraging Magical, you can easily move information from Surveygizmo to Salesforce, allowing you to focus on analyzing data and improving customer satisfaction.

Other ways to connect Surveygizmo and Salesforce

Using Zapier

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

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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 Surveygizmo and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Surveygizmo. 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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