Granola + Salesforce
Create Salesforce records from new Granola notes
Keep Salesforce current without manual data entry. When you share a Granola note to Zapier, this automation creates a record with the meeting details. Your pipeline stays accurate, your team sees recent conversations, and managers get reliable reporting without chasing updates.
Keep Salesforce current without manual data entry. When you share a Granola note to Zapier, this automation creates a record with the meeting details. Your pipeline stays accurate, your team sees recent conversations, and managers get reliable reporting without chasing updates.
- When this happens...Note Shared to Zapier
Triggers when a meeting note is sent to Zapier from Granola.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
- Free forever for core features
- 14 day trial for premium features & apps
About Granola
Granola is an AI notepad for teams and people in back-to-back meetings.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
