With Magical, you can transfer data from Docusign 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 Docusign to Salesforce, helping you speed up data entry and optimize your sales processes.
Book a DemoMagical enables you to transfer a wide array of data from Docusign to Salesforce. Here are some examples of the information you can extract:
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Docusign to Salesforce for more efficient sales processes. Follow these steps:
Swift and efficient data entry in sales processes are crucial to maintaining customer satisfaction. Docusign is a powerful e-signature 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 Docusign to Salesforce, allowing you to focus on closing deals and improving customer satisfaction.
Zapier provides a seamless connection between Docusign 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
An additional approach to integrate Docusign and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales teams with real-time document insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.
WHAT IS MAGICAL
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.
