How can I specify which appointments add notes to Smartsheet?

You can filter appointments based on criteria such as client name, meeting type, or time. Just define your requirements and DryMerge will apply the filters.

Can I add specific fields to the meeting notes?

Yes, you can specify which fields from Salesforce should be included in the meeting notes. DryMerge will ensure these fields are captured accurately.

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

Account managers and client service teams use this automation to maintain detailed and organized records of client appointments, ensuring thorough follow-ups and service continuity.

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Salesforce + Smartsheet

Capture Meeting Notes in Smartsheet for Salesforce Appointments

Keep your meeting records organized by capturing detailed notes in Smartsheet for every appointment scheduled in Salesforce. This is ideal for account managers who need comprehensive records of their client interactions.

New Salesforce Appointment

Triggers when an appointment is scheduled in Salesforce.

Add Notes to Smartsheet

Logs meeting notes in Smartsheet for each appointment.

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

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Capture meeting notes in Smartsheet for Salesforce appointments"

Capture meeting notes in Smartsheet for Salesforce appointments

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 Salesforce + Smartsheet.

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 Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Smartsheet

Smartsheet is a work execution platform for managing and automating collaborative work. Create and update sheets, automate workflows, and collaborate on projects at scale.

Related apps

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Google Sheets

Spreadsheet Management

Get Started with DryMerge

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