How can I filter for specific types of lead notes?

DryMerge allows you to filter lead notes by their type. Specify the type criteria, and DryMerge will filter accordingly.

Can I also mirror lead notes in Notion instead of Google Keep?

Yes, you can mirror lead notes in Notion instead of Google Keep. Simply describe the changes needed, and DryMerge will make the adjustments.

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

Sales representatives use this to ensure they have quick access to lead details and notes, making it easier to follow up effectively.

Google Keep + Salesforce

Capture Salesforce Lead Notes in Google Keep

Effortlessly capture new lead notes by storing their details in Google Keep. This automation ensures every new lead note in Salesforce is mirrored to Google Keep, providing you with easily accessible information.

New Salesforce Lead Note

Triggers when a new lead note is added in Salesforce.

Create Google Keep Note

Creates a note in Google Keep for the new lead note.

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

or pick a common variation below

Sync Salesforce Events with Google Keep

Google Keep + Salesforce

Log Salesforce Case Comments in Google Keep

Google Keep + Salesforce

Archive Closed Salesforce Cases in Google Keep

Google Keep + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Capture Salesforce lead notes in Google Keep"

Capture Salesforce lead notes in Google Keep

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.