Weflow Notes come with modern formatting, templates, embedded Salesforce fields, automatic transcriptions & built-in tasks. All neatly synced to Salesforce.
Use templates to qualify deals, structure your meetings, and streamline data capture.
With embedded Salesforce fields inside your notes, you can write directly into the Salesforce database while taking notes.
Record & transcribe your Zoom or Google Meet meetings with Weflow’s Notetaker bot.
Weflow syncs your notes, fields, activities to Salesforce with 1-click.
