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Connect Zapier

With the Zapier integration, you can connect Sally to thousands of other apps.

This allows you to automatically create tasks, update records, or trigger actions whenever Sally creates a meeting summary or another event.

You have two options:

  1. Create your own Zap - design a custom workflow in Zapier.
  2. Use a template - choose from pre-built workflows we provide as a starting point.

Quick Navigation

  1. How to create your own Zap
  2. How to use a Zapier template

1. How to create your own Zap​

  1. In Sally, open Settings from the left sidebar.
Sally interface with Settings highlighted in the left sidebar

Go to Settings

  1. Select Integrations.
  2. Click "+ Add Integration".
Integrations page with Add Integration button highlighted

Open Integrations

  1. Find Zapier in the list and click "Create Zap".
Zapier option in Sally with Create Zap highlighted

Choose Zapier and click Create Zap

  1. Log in to your Zapier account (or create a new one if you don’t have it yet).
  2. In Zapier, design your workflow by choosing:
    • Trigger: Sally is preselected. Select the appropriate event you want to use (e.g., New Summary for Appointment).
    • Action: Select the target app and what should happen (e.g., Create Task in Asana or Add Contact in HubSpot).
Zapier workflow builder with Sally trigger and HubSpot action

Example: When Sally creates a new summary, add a contact in HubSpot

  1. Test your workflow and click Publish in Zapier.
  2. Your Zap is now active, and data will flow automatically from Sally to the connected app.

2. How to use a Zapier template​

Instead of starting from scratch, you can use ready-made templates that combine Sally with common apps.

  1. In Sally, open Settings from the left sidebar.
Sally interface with Settings highlighted in the left sidebar

Go to Settings

  1. Select Integrations.
  2. Click "+ Add Integration".
Integrations page with Add Integration button highlighted

Open Integrations

  1. Find Zapier in the list and click on "View Templates".
  2. Choose a template that fits your use case (e.g. "Add the meeting summaryto a HubSpot contact") and click Create Zap.
Zapier templates shown in Sally

Choose a pre-built template

  1. Zapier will open in your browser with the template pre-configured.
  2. Click Try this template in Zapier.
Zapier interface with Try this template button highlighted

Start directly with a pre-built workflow

  1. Log in to the apps required in the template (e.g., Sally + HubSpot).
  2. Adjust fields and options as needed, test the workflow, and then publish.
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Using templates is the fastest way to get started. You can still customize them later in Zapier to match your process.