Sales
Your CRM updates itself after every meeting.
Granola meeting notes become structured Salesforce updates within minutes. Deal stage, new stakeholders, next steps, and objections logged automatically after every call.
What changes
CRM data freshness
Updated days later from memory, if at all
Updated within minutes of the meeting ending
Time spent on CRM entry
5-10 minutes per call, batched at end of day
Zero manual entry. Review and confirm only.
Pipeline forecast accuracy
Based on stale data and rep memory
Based on what was actually said in the meeting
Follow-up tracking
Mental notes that evaporate by Thursday
Tasks created with due dates from commitments made on the call
Six calls on Tuesday. Zero CRM updates by Thursday.
A rep has 6 calls on Tuesday. After each one, they think 'I'll update Salesforce later.' By Thursday's pipeline review, 4 of those deals still show last week's data. The VP asks about the Meridian deal and the rep scrambles to remember what was discussed two days ago. Was the budget $150K or $180K? Did they mention a competitor? The details are gone.
The real cost is not the 5 minutes per update. It is the compounding effect. Stale CRM data means bad pipeline forecasts. Missed follow-ups slip through because the next step was never logged. Reps duplicate work because nobody knows the current state of a deal. One missed update is nothing. Thirty missed updates across a team is a forecast disaster.
From meeting notes to updated CRM in under 2 minutes
Reads meeting notes from the completed call
Granola45-minute call with Meridian Health's VP of Operations. 3 stakeholders mentioned, budget discussion ($180K range), competitor comparison (also evaluating Acme Corp), and a verbal commitment to send the security questionnaire by Friday.
Extracts structured CRM updates from the notes
Google4 CRM updates extracted: deal stage moved from Discovery to Evaluation, 2 new contacts added (VP Ops and IT Director), competitor field updated with Acme Corp, and a follow-up task created for the security questionnaire due Friday.
Writes all updates to the deal record
SalesforceDeal record updated. Stage changed to Evaluation, 2 contacts added with roles and context from the meeting, next step set to 'Send security questionnaire by March 14,' and the call summary logged to the activity timeline.
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe what you need
“After every meeting, read my Granola notes and update the deal record in Salesforce. Create follow-up tasks for anything I committed to.”
It runs on schedule
Runs after every Granola meeting and pushes updates to your CRM.
Frequently asked questions
Yes. ZeroTwo writes directly to Salesforce fields: deal stage, contacts, next steps, and activity notes. You control which fields ZeroTwo can update during setup. If you want ZeroTwo to only suggest changes instead of writing them, you can enable review mode where updates are queued for your approval.
ZeroTwo works with whatever Granola provides. If a name is misspelled or a number is wrong in the notes, that error carries through to the CRM. You can review updates in Salesforce and correct them. Over time, better note-taking in Granola means better CRM data.
Yes. Each meeting is processed independently. If you have two calls with Meridian Health on the same day, ZeroTwo updates the deal record after each one. Later updates build on earlier ones rather than overwriting them.
ZeroTwo supports both Salesforce and HubSpot. The field mapping is configured separately for each CRM, but the workflow is identical. Meeting notes in, structured CRM updates out.
ZeroTwo maps meeting content to your stage definitions. If the notes mention a signed NDA and a technical evaluation, and your stage criteria define that as 'Evaluation,' ZeroTwo moves the stage. You define the criteria. ZeroTwo applies them consistently.
ZeroTwo flags meetings that do not match an existing opportunity. You can configure it to create a new opportunity automatically or just notify you so you can decide. Most teams prefer the notification approach for new deals.
Related workflows
Stop doing the work your tools should do for you.
Set it up once. ZeroTwo runs it every time.