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Connect Livechat to Salesforce like Magic

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

With Magical, you can transfer data from Livechat 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 Livechat to Salesforce, helping you speed up response time and optimize your customer support processes.

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More Livechat integrations with Magical

What Livechat data can you transfer

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

Visitor Name
Chat Duration
Visitor Location
Chat Transcript
And move more types of information by creating your own custom labels.

How to Transfer data from Livechat to Salesforce using Magical?

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

  1. Sign in to your Livechat account and open the conversation containing the data you want to transfer, such as customer information and support details.
  2. In Livechat, label the information you want to transfer with Magical, like Customer Name, Email Address, or Support Details.
  3. Sign in to your Salesforce account and open the record where you want to add the Livechat data.
  4. Type "//" in an empty field and select the information you want to transfer from Salesforce such as First name, Company, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Livechat and Salesforce

Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Livechat is a powerful customer communication platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Livechat to Salesforce, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect LiveChat and Salesforce

Using Zapier

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