Skip to main content
All CollectionsData Entry Automations
Autofill forms, web apps, and databases
Autofill forms, web apps, and databases
Updated over 2 months ago

Do you manage and update databases such as a CRM (Salesforce, Hubspot, Copper), ATS (WorkDay, Lever), issue tracking tools (Jira, Shortcut), or even your own internal databases?

Magical can automatically fill your database forms and fields with information from your open tabs.

1. Open tabs that have the info you need.

In the example below, we’re opening up a few LinkedIn profiles we’re interested in.

2. Make sure you have the info you want to autofill in your form

Click the pencil icon then click on the info on the page you'd like to use. Give it a label, a name you'll remember to categorize the info. Just do this once - these labels are prolific across the entire site e.g. if you label "First Name" on a LinkedIn profile, all first names across LinkedIn profiles will be labelled.

3. Show Magical where to fill your form (once)


Open your CRM or ATS and navigate to the record you would like to add information to. Type // in a field and select the data you would like to add in the sequence you would like Magical to remember it.

When you go back to that source page, you will see a new automation made for you.

4. Where the magic happens - Magical autofills your form

The next time you fill out this form, Magical will offer you the chance to use your automation.

On the info source page (the profile) open Magical by clicking the M button. Then choose the automation that has the icons and name of where you want to move the info.

Watch your form autofill itself.

Try it out:

5. Need to start over?

If you fill out the form incorrectly and want to start over, type // and click “remove mapping”. This will allow you to start over and re-map the info to the form fields.

Watch transfers in action 👇


Did this answer your question?