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Connect Klaviyo to Salesforce like Magic

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

With Magical, you can transfer data from Klaviyo 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 Klaviyo to Salesforce, helping you streamline your marketing efforts and optimize your sales processes.

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More Klaviyo integrations with Magical

What Klaviyo data can you transfer

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

Customer Name
Email Address
Purchase History
Product Preferences
And move more types of information by creating your own custom labels.

How to Transfer data from Klaviyo to Salesforce using Magical?

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

  1. Sign in to your Klaviyo account and open the customer profile containing the data you want to transfer, such as customer name, email address, purchase history, and subscription status.
  2. In Klaviyo, label the information you want to transfer with Magical.
  3. Sign in to your Salesforce account and open the record where you want to add the Klaviyo data.
  4. Type "//" in an empty field and select the information you want to transfer from Klaviyo such as Customer Name, Email Address, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Klaviyo and Salesforce

Efficient data transfer in marketing and sales is crucial to maintaining customer satisfaction. Klaviyo is a powerful email marketing platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your marketing and sales efforts. By leveraging Magical, you can easily move information from Klaviyo to Salesforce, allowing you to focus on improving customer relationships and boosting sales.

Other ways to connect Klaviyo and Salesforce

Using Zapier

Zapier provides a seamless connection between Klaviyo 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 Klaviyo and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower marketing and 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.

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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 Klaviyo and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Klaviyo. 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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