How can I filter for only sales-related activities?

DryMerge allows you to filter activities based on their type. Specify the criteria for 'sales-related,' and DryMerge will ensure only those activities are summarized.

Can I use this with ClickUp instead of Notion?

Yes, you can use this with ClickUp instead of Notion. Describe the necessary changes, and DryMerge will configure the automation for ClickUp.

Who typically uses this automation and for what purpose?

This automation is mainly used by sales managers to keep track of their team's ongoing activities and optimize their monitoring and reporting processes.

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Notion + Salesforce

Create Summaries in Notion for New Salesforce Activities

Easily track and monitor your team's activities in real-time by creating summaries in Notion for each new activity logged in Salesforce. This helps you stay updated on team performance and identify areas for improvement promptly.

New Salesforce Activity

Triggers when a new activity is logged in Salesforce.

Create Notion Summary

Creates a summary in Notion for the new activity.

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

or pick a common variation below

Generate Detailed Onboarding Notes in Notion for New Salesforce Accounts

Notion + Salesforce

Create Notion Tasks for New Salesforce Opportunities

Notion + Salesforce

Generate Notion Pages for New Salesforce Reports

Notion + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create summaries in Notion for new Salesforce activities"

Create summaries in Notion for new Salesforce activities

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 Notion + Salesforce.

List Databases

Lists all databases

List Pages

Lists all pages in a specified database

Search Pages

Searches through pages based on a query

Search Databases

Searches through databases based on a query

Create Page

Creates a new page within a specified database

Read Page

Reads the contents of a specified page

Edit Page

Edits the contents of a specified page

Delete Page

'Deletes' (archives) a specified page

Find Notion Users

Finds Notion users by their user IDs and returns their metadata

Append to Page

Appends content to a specified page

New Notion Page

Triggers when a new Notion page is created

Notion Page Updated

Triggers when a page is updated in a Notion database

App details

Notion

Notion is an all-in-one workspace for notes, tasks, wikis, and databases. Create, update, and sync data between Notion and other tools.

Salesforce

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

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Get Started with DryMerge

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