How can I filter for leads closed within a specific time frame?

DryMerge allows you to filter leads by their closing date. Specify the time frame criteria, and DryMerge will filter accordingly.

Can I move notes to a different folder instead of archiving?

Yes, you can move the notes to a different folder instead of archiving them. Describe the folder you want to move them to, and DryMerge will adjust the automation.

Which people use this automation? What do they use it for?

Sales team leaders use this to keep a clean record of closed leads, ensuring that all relevant details are archived for future reference.

Google Keep + Salesforce

Archive Google Keep Notes for Closed Salesforce Leads

Maintain organized records by archiving Google Keep notes when leads are closed in Salesforce. This automation ensures that all information related to closed leads is safely stored for future reference.

Closed Salesforce Lead

Triggers when a lead is closed in Salesforce.

Archive Google Keep Note

Archives the corresponding note in Google Keep for the closed lead.

See more Google Keep to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Google Keep Notes for New Salesforce Leads

Google Keep + Salesforce

Create Google Keep Notes for New Salesforce Campaigns

Google Keep + Salesforce

Add Google Keep Notes for Salesforce Case Escalations

Google Keep + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive Google Keep notes for closed Salesforce leads"

Archive Google Keep notes for closed Salesforce leads

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Keep + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

Google Keep

Google Keep is a note-taking service for capturing, editing, sharing, and collaborating on notes. Create lists, set reminders, and organize ideas across devices to stay productive.