Arrow pointing right

Connect ZoomInfo to Salesforce like Magic

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

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

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

Get Magical for Free

More ZoomInfo integrations with Magical

What ZoomInfo data can you transfer

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

Contact Name
Company Name
Email Address
Job Title
And move more types of information by creating your own custom labels.

How to Transfer data from ZoomInfo to Salesforce using Magical?

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

  1. Sign in to your ZoomInfo account and open the profile containing the data you want to transfer, such as contact information and company details.
  2. In ZoomInfo, label the information you want to transfer with Magical, like Contact Name, Email Address, or Job Title.
  3. Sign in to your Salesforce account and open the record where you want to add the ZoomInfo data.
  4. Type "//" in an empty field and select the information you want to transfer from ZoomInfo such as Contact Name, Company Name, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About ZoomInfo and Salesforce

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

Other ways to connect ZoomInfo and Salesforce

Using Zapier

Zapier provides a seamless connection between ZoomInfo 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 ZoomInfo and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales 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 ZoomInfo and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from ZoomInfo. 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