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Connect G2 Crowd to Salesforce like Magic

How to Use Magical to Transfer Data from G2 Crowd to Salesforce
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Transfer Data from G2 Crowd to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from G2 Crowd 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 G2 Crowd to Salesforce, helping you speed up data entry and optimize your sales processes.

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More G2 Crowd integrations with Magical

What G2 Crowd data can you transfer

Magical enables you to transfer a wide array of data from G2 Crowd to Salesforce. Here are some examples of the information you can extract:

Product Name
Product Category
Reviewer Name
Reviewer Email
And move more types of information by creating your own custom labels.

How to Transfer data from G2 Crowd to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from G2 Crowd to Salesforce for more efficient sales processes. Follow these steps:

  1. Sign in to your G2 Crowd account and open the review containing the data you want to transfer, such as product information and reviewer details.
  2. In G2 Crowd, label the information you want to transfer with Magical, like Product Name, Reviewer Email, or Product Category.
  3. Sign in to your Salesforce account and open the record where you want to add the G2 Crowd data.
  4. Type "//" in an empty field and select the information you want to transfer from G2 Crowd such as Product Name, Reviewer 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 G2 Crowd and Salesforce

Swift and efficient data entry in sales processes are crucial to maintaining customer satisfaction. G2 Crowd is a powerful product review 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 G2 Crowd to Salesforce, allowing you to focus on closing deals and improving customer satisfaction.

Other ways to connect G2 Crowd and Salesforce

Using Zapier

Zapier provides a seamless connection between G2 Crowd 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 G2 Crowd and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales and marketing 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 G2 Crowd and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from G2 Crowd. 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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