Intuitive notepad for Salesforce

Weflow Notes come with modern formatting, templates, embedded Salesforce fields, automatic transcriptions & built-in tasks. All neatly synced to Salesforce.

Pipeline
Notes
Tasks
Activity Timeline

Modern editing experience
for revenue teams

Headings
Bold
Italic
Underline
Bullet list
Numbered list
Image
Salesforce fields
Markdown
Shortcuts

Create playbooks using note templates

Use templates to qualify deals, structure your meetings, and streamline data capture.

Make Salesforce updates while writing notes

With embedded Salesforce fields inside your notes, you can write directly into the Salesforce database while taking notes.

Get automatic transcription from meetings

Record & transcribe your Zoom or Google Meet meetings with Weflow’s Notetaker bot.

Make notes accessible to everybody

Weflow syncs your notes, fields, activities to Salesforce with 1-click.