How can I log only certain types of meeting notes?

DryMerge allows you to filter meeting notes by keywords or other specific criteria. Just specify what types of notes you want to log, and DryMerge will handle the rest.

Can I use this with Microsoft Excel instead of Google Sheets?

Yes, you can use this with Microsoft Excel instead of Google Sheets. Just describe the necessary changes, and DryMerge will configure the automation accordingly.

How can I get this connected to Google Sheets?

DryMerge uses OAuth to connect to Google Sheets. You'll need to grant the necessary permissions for the bot to access your sheets.

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

This automation is popular among sales managers who need to monitor their team's interactions with clients in an organized and systematic way.

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Google Sheets + Salesforce

Log Salesforce Meeting Notes to Google Sheets to Track Client Interactions

Effortlessly track sales team's interactions by logging meeting notes from Salesforce into a Google Sheet. This automation helps managers measure the quality and quantity of client engagements.

New Meeting Notes

Triggers when new meeting notes are added in Salesforce.

Log to Google Sheets

Logs the meeting notes into a Google Sheet.

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

or pick a common variation below

Log Salesforce Calls to Google Sheets

Google Sheets + Salesforce

Sync Salesforce Events to Google Sheets

Google Sheets + Salesforce

Log Salesforce Training Completion in Google Sheets

Google Sheets + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log Salesforce meeting notes to Google Sheets to track client interactions"

Log Salesforce meeting notes to Google Sheets to track client interactions

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 + Google Sheets.

Delete Sheet

Handles the deletion of Google Sheets' first tab

Read Sheet

Handles reading from Google Sheets' first tab

Create Tab

Creates a new tab in Google Sheets

Update Sheet

Handles updates to Google Sheets' first tab

Search Sheets

Searches Google Sheets

List Sheets

Lists all Google Sheets sorted by creation date

New Google Sheet

Triggers when a new Google Sheet is created

Updated Google Sheet Data

Triggers when data is added, updated, or deleted in a Google Sheet

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

App details

Google Sheets

Google Sheets is a web-based spreadsheet application for creating, editing, and collaborating on spreadsheets. Read, write, and manipulate data for powerful data management and analysis.