Connect WhatsApp to Salesforce like Magic
How to Use Magical to Transfer Data from WhatsApp to Salesforce
Connect your apps with ease
Transfer Data from WhatsApp to Salesforce: A Step-by-Step Guide
With Magical, you can transfer data from WhatsApp 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 WhatsApp to Salesforce, helping you speed up response time and optimize your customer support processes.
More WhatsApp integrations with Magical
What WhatsApp data can you transfer
Magical enables you to transfer a wide array of data from WhatsApp to Salesforce. Here are some examples of the information you can extract:
Contact Name
Phone Number
Last Message
Last Message
And move more types of information by creating your own custom labels.
How to Transfer data from WhatsApp to Salesforce using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from WhatsApp to Salesforce for more efficient customer support. Follow these steps:
Sign in to your WhatsApp Web account and open the conversation containing the data you want to transfer, such as customer information and message details.
In WhatsApp, label the information you want to transfer with Magical, like Contact Name, Phone Number, or Message Content.
Sign in to your Salesforce account and open the record where you want to add the WhatsApp data.
Type "//" in an empty field and select the information you want to transfer from WhatsApp such as Contact Name, Phone Number, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About WhatsApp and Salesforce
Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. WhatsApp is a powerful communication platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from WhatsApp to Salesforce, allowing you to focus on resolving customer issues and improving customer satisfaction.
Other ways to connect WhatsApp and Salesforce
Using an API
An additional approach to integrate WhatsApp and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales and support 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 WhatsApp and transfer data directly to Slack. The extension is designed to simplify the process of data collection by automating the extraction of information from WhatsApp. 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.
