Can I filter notes by creation date?

Yes, DryMerge allows you to filter notes by their creation date. Just specify the period you are interested in, and only those notes will be logged.

Can I categorize notes in the Excel sheet?

Yes, you can specify how you want to categorize the notes, and DryMerge will organize them accordingly in your Excel sheet.

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

Sales representatives and managers use this automation to make sure that all opportunity-related notes are accessible for follow-up and strategic planning.

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Microsoft Excel + Salesforce

Sync Opportunity Notes from Salesforce to Microsoft Excel

Ensure that important notes taken on sales opportunities in Salesforce are also available in Microsoft Excel. This automation syncs notes from each opportunity to an Excel sheet for easy access and analysis by the sales team.

New Opportunity Note

Triggers when a new note is added to an opportunity in Salesforce.

Add Note to Sheet

Adds the new opportunity note to your Excel sheet.

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How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Sync opportunity notes from Salesforce to Microsoft Excel

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync opportunity notes from Salesforce to Microsoft Excel"

Sure! Connecting

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.

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

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

New Row Added

Triggers when a new row is added to a specified worksheet

Row Updated

Triggers when a row is updated in a specified worksheet

New Worksheet Created

Triggers when a new worksheet is created in a specified workbook

New Workbook Created

Triggers when a new workbook is created

Cell Updated

Triggers when a cell is updated in a specified worksheet

Create Row

Creates a new row in a specified worksheet

Update Row

Updates an existing row in a specified worksheet

Delete Row

Deletes a row from a specified worksheet

Read Row

Reads details of a row in a specified worksheet

About Microsoft Excel

Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.

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About Microsoft Excel

Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.