Granola + Keap

Create Keap notes from new Granola notes

Detailed contact records drive better follow-up. This automation creates a note in Keap every time you add a note to your Granola folder, so your customer history is always current. Whether it's a sales call or a support conversation, the context lives where your team needs it.

Detailed contact records drive better follow-up. This automation creates a note in Keap every time you add a note to your Granola folder, so your customer history is always current. Whether it's a sales call or a support conversation, the context lives where your team needs it.

  1. When this happens...
    GranolaGranola
    Note Added to Granola Folder

    Triggers when a new note is added to a folder.

    TriggerInstant
  2. automatically do this!
    KeapKeap
    Create Note

    Creates a new note on a contact record

    ActionWrite
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Supported triggers and actions

granola logo
granola logo

About Granola

Granola is an AI notepad for teams and people in back-to-back meetings.

Related categories

  • AI Assistants
keap logo
keap logo

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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