Sally Integrations

Name: Zapier
Availability: InStock

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.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

Google Drive

File Management & Storage, Google

Notion

Task Management

Pipedrive

CRM (Customer Relationship Management)

Airtable

Databases

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

ChatGPT (OpenAI)

AI Assistants

Microsoft To Do

Microsoft, Task Management

Google Docs

Documents, Google

HubSpot

Marketing Automation

Google Drive

File Management & Storage, Google

Notion

Task Management

Pipedrive

CRM (Customer Relationship Management)

Airtable

Databases

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

HubSpot

Marketing Automation

Google Drive

File Management & Storage, Google

Notion

Task Management

Pipedrive

CRM (Customer Relationship Management)

Airtable

Databases

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

ChatGPT (OpenAI)

AI Assistants

Microsoft To Do

Microsoft, Task Management

Google Docs

Documents, Google

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Dynamics 365 notes on leads for new Sally appointment summaries
Premium
Details
Try it
Sally + Looping by Zapier + Microsoft Dynamics 365 CRM + 2 more
Create appointments in Sally for new or updated events in Google Calendar
Details
Try it
Google Calendar + Sally
Create HubSpot engagements for new Sally appointment summaries
Details
Try it
Sally + Looping by Zapier + HubSpot
Create Dynamics 365 notes for new Sally appointment summaries
Premium
Details
Try it
Sally + Looping by Zapier + Microsoft Dynamics 365 CRM + 2 more
Create DevOps tasks for new Sally appointment summaries
Details
Try it
Sally + Looping by Zapier + Azure DevOps
Create HubSpot notes on contacts for new Sally appointment summaries
Details
Try it
Sally + Looping by Zapier + HubSpot

Create Dynamics 365 notes on leads for new Sally appointment summaries

Details

Try it

Sally + Looping by Zapier + Microsoft Dynamics 365 CRM + 2 more

Create appointments in Sally for new or updated events in Google Calendar

Details

Try it

Google Calendar + Sally

Create HubSpot engagements for new Sally appointment summaries

Details

Try it

Sally + Looping by Zapier + HubSpot

Create Dynamics 365 notes for new Sally appointment summaries

Details

Try it

Sally + Looping by Zapier + Microsoft Dynamics 365 CRM + 2 more

Create DevOps tasks for new Sally appointment summaries

Details

Try it

Sally + Looping by Zapier + Azure DevOps

Create HubSpot notes on contacts for new Sally appointment summaries

Details

Try it

Sally + Looping by Zapier + HubSpot

Create or update HubSpot contacts whenever new Sally recordings summaries are generated

Details

Try it

Sally + HubSpot

Create new Google Drive files for every new summary created in Sally for uploaded video/audio recordings

Details

Try it

Sally + Google Drive

Create Google Docs documents from new Sally video/audio recording summaries

Details

Try it

Sally + Google Docs

Create new leads in Close when new summaries for uploaded video/audio recordings are created in Sally

Details

Try it

Sally + Close

Send channel messages in Slack for new appointment summaries created in Sally

Details

Try it

Sally + Slack

Create tasks in Google Tasks for every new summary for appointment created in Sally

Details

Try it

Sally + Google Tasks

Create or update HubSpot contacts whenever new Sally recordings summaries are generated
Details
Try it
Sally + HubSpot
Create new Google Drive files for every new summary created in Sally for uploaded video/audio recordings
Details
Try it
Sally + Google Drive
Create Google Docs documents from new Sally video/audio recording summaries
Details
Try it
Sally + Google Docs
Create new leads in Close when new summaries for uploaded video/audio recordings are created in Sally
Details
Try it
Sally + Close
Send channel messages in Slack for new appointment summaries created in Sally
Details
Try it
Sally + Slack
Create tasks in Google Tasks for every new summary for appointment created in Sally
Details
Try it
Sally + Google Tasks

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

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Sally

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

HelpHelp

Related categories

Transcription

Sally Integrations

Put Sally to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Dynamics 365 notes on leads for new Sally appointment summaries

Create appointments in Sally for new or updated events in Google Calendar

Create HubSpot engagements for new Sally appointment summaries

Create Dynamics 365 notes for new Sally appointment summaries

Create DevOps tasks for new Sally appointment summaries

Create HubSpot notes on contacts for new Sally appointment summaries

Create Dynamics 365 notes on leads for new Sally appointment summaries

Create appointments in Sally for new or updated events in Google Calendar

Create HubSpot engagements for new Sally appointment summaries

Create Dynamics 365 notes for new Sally appointment summaries

Create DevOps tasks for new Sally appointment summaries

Create HubSpot notes on contacts for new Sally appointment summaries

Create or update HubSpot contacts whenever new Sally recordings summaries are generated

Create new Google Drive files for every new summary created in Sally for uploaded video/audio recordings

Create Google Docs documents from new Sally video/audio recording summaries

Create new leads in Close when new summaries for uploaded video/audio recordings are created in Sally

Send channel messages in Slack for new appointment summaries created in Sally

Create tasks in Google Tasks for every new summary for appointment created in Sally

Create or update HubSpot contacts whenever new Sally recordings summaries are generated

Create new Google Drive files for every new summary created in Sally for uploaded video/audio recordings

Create Google Docs documents from new Sally video/audio recording summaries

Create new leads in Close when new summaries for uploaded video/audio recordings are created in Sally

Send channel messages in Slack for new appointment summaries created in Sally

Create tasks in Google Tasks for every new summary for appointment created in Sally

Let your AI safely access Sally

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Sally Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Sally Integrations

Popular Sally Integrations

Connect Your App Accounts to Zapier