Integrations HubData Automations
Salesforce to Zendesk
Arrow pointing right

Connect Salesforce to Zendesk like Magic

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

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

Delivering exceptional customer support is essential for maintaining customer satisfaction and loyalty in today's competitive business landscape. Salesforce is a leading CRM platform, while Zendesk is a powerful customer support and help desk solution. Integrating these two platforms can greatly enhance your customer support efforts. However, transferring data between them can be challenging. That's where Magical comes in. This powerful Chrome extension enables you to effortlessly transfer data from Salesforce to Zendesk, helping you optimize your customer support processes and improve efficiency. In this blog post, we'll discuss what Magical is, how to install it, and how to use it to transfer data from Salesforce to Zendesk for more effective customer support.

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 Zendesk. 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 Zendesk using Magical?

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

  1. Sign in to your Salesforce account and open the contact or account record containing the data you want to transfer, such as customer information and support details.
  2. Sign in to your Zendesk account and open the ticket or user profile where you want to add the Salesforce data.
  3. Click on the Magical extension in your browser's toolbar, and connect it to both your Salesforce and Zendesk accounts.
  4. In Salesforce, locate the data you want to transfer, like Contact Name, Email Address, or Support Details.
  5. Type "//" in an empty field in Salesforce to trigger the Magical extension or click the Magical button in your browser and add the data you want to transfer to Zendesk. Tip: You can search for variable names by typing.
  6. Once you've added all the data, the information will be automatically inserted into your Zendesk ticket or user profile.
  7. Repeat the process for any other Salesforce to Zendesk transfers you want to do for your customer support processes.

Conclusion

Magical is an invaluable tool for customer support professionals, helping to streamline the process of transferring and managing data from Salesforce to Zendesk for efficient customer support. By simplifying data transfers, Magical saves you time and effort, allowing you to focus on resolving customer issues and improving customer satisfaction. Give Magical a try and experience the difference it can make in your customer support processes.

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 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.

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