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Connect Gotomeeting to Salesforce like Magic

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

With Magical, you can transfer data from Gotomeeting 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 Gotomeeting to Salesforce, helping you streamline your meeting management and optimize your sales processes.

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More Gotomeeting integrations with Magical

What Gotomeeting data can you transfer

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

Meeting Title
Meeting Agenda
Participant List
Meeting Notes
And move more types of information by creating your own custom labels.

How to Transfer data from Gotomeeting to Salesforce using Magical?

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

  1. Sign in to your Gotomeeting account and open the meeting containing the data you want to transfer, such as meeting title, date, duration, and attendee list.
  2. In Gotomeeting, label the information you want to transfer with Magical, like Meeting Title, Meeting Date, Meeting Duration, or Attendee List.
  3. Sign in to your Salesforce account and open the record where you want to add the Gotomeeting data.
  4. Type "//" in an empty field and select the information you want to transfer from Gotomeeting such as Meeting Title, Meeting Date, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Gotomeeting and Salesforce

Efficient meeting management and sales processes are crucial to maintaining customer satisfaction. Gotomeeting is a powerful meeting management 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 Gotomeeting to Salesforce, allowing you to focus on managing meetings and improving customer satisfaction.

Other ways to connect Gotomeeting and Salesforce

Using Zapier

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