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Sally Integrations

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Put Sally to work with AI and enterprise-grade automation

Automate smarter with Sally and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email
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Or pick an app to pair with
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Integrate HubSpot with SallyIntegrate HubSpot with Sally
HubSpot
Marketing Automation
Integrate Notion with SallyIntegrate Notion with Sally
Notion
Task Management
Integrate Google Drive with SallyIntegrate Google Drive with Sally
Google Drive
File Management & Storage, Google
Integrate Airtable with SallyIntegrate Airtable with Sally
Airtable
Databases
Integrate Microsoft Dynamics 365 CRM with SallyIntegrate Microsoft Dynamics 365 CRM with Sally
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft
Integrate ChatGPT (OpenAI) with SallyIntegrate ChatGPT (OpenAI) with Sally
ChatGPT (OpenAI)
AI Assistants
Integrate Google Docs with SallyIntegrate Google Docs with Sally
Google Docs
Documents, Google
Integrate Microsoft To Do with SallyIntegrate Microsoft To Do with Sally
Microsoft To Do
Microsoft, Task Management
Integrate Google Tasks with SallyIntegrate Google Tasks with Sally
Google Tasks
Google, Task Management
Integrate HubSpot with SallyIntegrate HubSpot with Sally
HubSpot
Marketing Automation
Integrate Notion with SallyIntegrate Notion with Sally
Notion
Task Management
Integrate Google Drive with SallyIntegrate Google Drive with Sally
Google Drive
File Management & Storage, Google
Integrate Airtable with SallyIntegrate Airtable with Sally
Airtable
Databases
Integrate Microsoft Dynamics 365 CRM with SallyIntegrate Microsoft Dynamics 365 CRM with Sally
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft
Integrate ChatGPT (OpenAI) with SallyIntegrate ChatGPT (OpenAI) with Sally
ChatGPT (OpenAI)
AI Assistants
Integrate HubSpot with SallyIntegrate HubSpot with Sally
HubSpot
Marketing Automation
Integrate Notion with SallyIntegrate Notion with Sally
Notion
Task Management
Integrate Google Drive with SallyIntegrate Google Drive with Sally
Google Drive
File Management & Storage, Google
Integrate Airtable with SallyIntegrate Airtable with Sally
Airtable
Databases
Integrate Microsoft Dynamics 365 CRM with SallyIntegrate Microsoft Dynamics 365 CRM with Sally
Microsoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft
Integrate ChatGPT (OpenAI) with SallyIntegrate ChatGPT (OpenAI) with Sally
ChatGPT (OpenAI)
AI Assistants
Integrate Google Docs with SallyIntegrate Google Docs with Sally
Google Docs
Documents, Google
Integrate Microsoft To Do with SallyIntegrate Microsoft To Do with Sally
Microsoft To Do
Microsoft, Task Management
Integrate Google Tasks with SallyIntegrate Google Tasks with Sally
Google Tasks
Google, Task Management

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  • Create Dynamics 365 notes on leads for new Sally appointment summaries

    Premium
    Details
    • Sally logo
    • Formatter by Zapier logo
    Sally + Looping by Zapier + Microsoft Dynamics 365 CRM + 2 more
  • Create HubSpot engagements for new Sally appointment summaries

    • Sally logo
    • Looping by Zapier logo
    • HubSpot logo
    Sally + Looping by Zapier + HubSpot
  • Create Dynamics 365 notes for new Sally appointment summaries

    Premium
    Details
    • Sally logo
    • Formatter by Zapier logo
    Sally + Looping by Zapier + Microsoft Dynamics 365 CRM + 2 more
  • Create DevOps tasks for new Sally appointment summaries

    • Sally logo
    • Looping by Zapier logo
    • Azure DevOps logo
    Sally + Looping by Zapier + Azure DevOps
  • Create HubSpot notes on contacts for new Sally appointment summaries

    • Sally logo
    • Looping by Zapier logo
    • HubSpot logo
    Sally + Looping by Zapier + HubSpot
  • Create new Google Drive files for every new summary created in Sally for uploaded video/audio recordings

    • Sally logo
    • Google Drive logo
    Sally + Google Drive
  • Create Dynamics 365 notes on leads for new Sally appointment summaries

    Premium
    Details
    • Sally logo
    • Formatter by Zapier logo
    Sally + Looping by Zapier + Microsoft Dynamics 365 CRM + 2 more
  • Create HubSpot engagements for new Sally appointment summaries

    • Sally logo
    • Looping by Zapier logo
    • HubSpot logo
    Sally + Looping by Zapier + HubSpot
  • Create Dynamics 365 notes for new Sally appointment summaries

    Premium
    Details
    • Sally logo
    • Formatter by Zapier logo
    Sally + Looping by Zapier + Microsoft Dynamics 365 CRM + 2 more
  • Create DevOps tasks for new Sally appointment summaries

    • Sally logo
    • Looping by Zapier logo
    • Azure DevOps logo
    Sally + Looping by Zapier + Azure DevOps
  • Create HubSpot notes on contacts for new Sally appointment summaries

    • Sally logo
    • Looping by Zapier logo
    • HubSpot logo
    Sally + Looping by Zapier + HubSpot
  • Create new Google Drive files for every new summary created in Sally for uploaded video/audio recordings

    • Sally logo
    • Google Drive logo
    Sally + Google Drive
    • Supported triggers and actions

      Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

        • Directory
          Required
        • Current User
          Required
        Trigger
        Instant
        Try It
        • Directory
          Required
        • Subject
          Required
        • Description
        Action
        Write
        • Directory
          Required
        • Current User
          Required
        Trigger
        Instant
        Try It
        • Directory
          Required
        • Subject
          Required
        • Due Date
          Required
        • Owner
          Required
        • Responsible User
          Required
        Action
        Write

      For builders

      Let your AI safely access Sally

      Go beyond Zap workflows. Install Zapier in your AI to call Sally actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Sally from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Create Appointment
      • Create Task

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Sally actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Sally connection @ https://zapier.com/de/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "sally", owner: "me" });
      
      await zapier.runAction({
        app: 'sally',
        action: 'create_appointment',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Sally Help & Support

      Common questions

      sally logo
      About Sally
      Sally automatically transcribes meetings, creates clear summaries and transfers all notes & tasks to the tools of your choice.
      Related categories

      Popular Sally Integrations

      • HubSpot
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      • Code by Zapier
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      • Looping by Zapier