Create Zoho CRM notes from new Granola notes
Make sure every customer interaction is logged in Zoho CRM. This automation creates a note every time you share a Granola note to Zapier, giving your sales team complete visibility into client conversations. You'll close deals faster when everyone has access to the full story.
Make sure every customer interaction is logged in Zoho CRM. This automation creates a note every time you share a Granola note to Zapier, giving your sales team complete visibility into client conversations. You'll close deals faster when everyone has access to the full story.
- When this happens...Note Shared to ZapierTriggers when a meeting note is sent to Zapier from Granola. 
- automatically do this!Create Module EntryCreates a new entry in a module 
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- Name in GranolaRequired 
- Share with your workspace?Required 
- Granola FolderRequired 
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- New Contact- Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger. Try It
- ModuleRequired 
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- New or Updated Lead- Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger. Try It
- New Lead- Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger. Try It
- New or Updated Contact- Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger. Try It
- ModuleRequired 
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