Granola + Zoho CRM
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 Zapier
Triggers when a meeting note is sent to Zapier from Granola.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Name in GranolaRequired
Share with your workspace?Required
Granola FolderRequired
Try ItNew 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 ItModuleRequired
Try ItNew 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 ItNew 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 ItModuleRequired
Try It
