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Connect Lessonly to Salesforce like Magic

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

With Magical, you can transfer data from Lessonly 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 Lessonly to Salesforce, helping you streamline your training and sales processes.

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What Lessonly data can you transfer

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

Lesson Title
Lesson Content
Course Name
Learner Email
And move more types of information by creating your own custom labels.

How to Transfer data from Lessonly to Salesforce using Magical?

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

  1. Sign in to your Lessonly account and open the lesson or course containing the data you want to transfer, such as lesson title, content, or learner details.
  2. In Lessonly, label the information you want to transfer with Magical, like Lesson Title, Course Name, or Learner Email.
  3. Sign in to your Salesforce account and open the record where you want to add the Lessonly data.
  4. Type "//" in an empty field and select the information you want to transfer from Lessonly such as Lesson Title, Course 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 Lessonly and Salesforce

Efficient training and sales processes are crucial to maintaining customer satisfaction and driving business growth. Lessonly is a powerful learning management system and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your training and sales efforts. By leveraging Magical, you can easily move information from Lessonly to Salesforce, allowing you to focus on delivering effective training and driving sales.

Other ways to connect Lessonly and Salesforce

Using Zapier

Zapier provides a seamless connection between Lessonly 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 Lessonly and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower training and sales teams with real-time insights, fostering improved communication and a superior learning 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 Lessonly and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Lessonly. 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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