How can I filter for opportunities above a certain value?

DryMerge allows you to filter opportunities by their value. Specify the value threshold, and DryMerge will filter accordingly.

Can I add tasks to Todoist instead of Google Keep?

Yes, you can add tasks to Todoist instead of Google Keep. Describe the necessary changes, and DryMerge will make the adjustments.

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

Sales managers use this to keep a task-oriented track of new opportunities, ensuring they stay on top of their sales pipeline.

Google Keep + Salesforce

Track New Salesforce Opportunities as Google Keep Tasks

Efficiently manage your sales opportunities by tracking them as tasks in Google Keep. This automation ensures that new Salesforce opportunities are mirrored as tasks in Google Keep, helping you stay organized and focused on closing deals.

New Salesforce Opportunity

Triggers when a new opportunity is created in Salesforce.

Create Google Keep Task

Adds a task in Google Keep for the new opportunity.

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

or pick a common variation below

Convert Salesforce Opportunities to Google Keep To-Dos

Google Keep + Salesforce

Sync Updated Salesforce Opportunities with Google Keep

Google Keep + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track new Salesforce opportunities as Google Keep tasks"

Track new Salesforce opportunities as Google Keep tasks

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 Google Keep + 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

Google Keep

Google Keep is a note-taking service for capturing, editing, sharing, and collaborating on notes. Create lists, set reminders, and organize ideas across devices to stay productive.