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.

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

or pick a common variation below

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Microsoft Excel + Salesforce

How to use DryMerge

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"

Sync opportunity notes from Salesforce to Microsoft Excel

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 Microsoft Excel + Salesforce.

Update Sheet

Updates an existing Excel sheet

List Sheets

Lists all sheets in an Excel workbook

Read Sheet

Reads the contents of an Excel sheet

New Microsoft Excel Workbook

Triggers when a new Excel workbook is created

Added or Updated Microsoft Excel Row

Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet

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

App details

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.