Automate actions directly from notes

Notes you write on Notesally get synced to your Salesforce. Notesally will suggest actions based on your notes. Complete actions with one-click.
notes

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Connect Notesally with Salesforce and enable your sales team to be more efficient.

See how this works

Record Notes
Write notes on Notesally and it'll be auto-added to your notes on Salesforce.

Update Fields
Notesally's AI will analyze your notes and suggest many field changes on Salesforce with 1 click.

Add Contacts
Notesally will identify a new person and add a contact for that opportunity based on your activity.

Create Automated Follow-up Tasks
As soon as you analyze a note, an automated follow-up task will be created basesd on the date you choose.

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Eliminate manual data entry.

Fill your Salesforce with automation. Use notes and update multiple fields at once.

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