Can I filter for high-value deals only?

Absolutely, you can define criteria to filter only high-value deals or specific types of deals.

Can I use a different format for the summary?

Yes, you can specify a different format or template for the summary to match your needs.

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

This automation is commonly used by sales managers and executives who require quick access to summaries of closed deals for reporting and analysis.

Confluence + Salesforce

Summarize Closed Salesforce Deals in Confluence

Keep your team updated by automatically summarizing details of closed deals from Salesforce into Confluence, facilitating easy access to key information.

Deal Closed

Triggers when a deal is marked as closed in Salesforce.

Summarize Closed Deal

Creates a summarized page in Confluence for the closed deal.

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

or pick a common variation below

Document Salesforce Leads in Confluence

Confluence + Salesforce

Archive Completed Salesforce Tasks in Confluence

Confluence + Salesforce

Record Salesforce Call Logs in Confluence

Confluence + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Summarize closed Salesforce deals in Confluence"

Summarize closed Salesforce deals in Confluence

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 Confluence + 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

Confluence

Confluence is a team workspace where knowledge and collaboration meet. Create, organize, and discuss work with your team in a centralized platform to increase productivity and streamline projects.