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.
- When this happens...Note Added to Granola Folder
Triggers when a new note is added to a folder.
- automatically do this!Create Note
Creates a new note on a contact record
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Name in GranolaRequired
Share with your workspace?Required
Granola FolderRequired
Try ItNew Action Sequence
Triggers when a new Action Sequence is added.
Try ItAppointment Trigger Requirement
Appointment events this trigger will listen to:Required
Try ItNew Contact
Triggers when a new contact is created.
Try It