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Setting up Zapier Integration

Turn conversations into Zapier actions in a few clicks, connect Granola to your existing workflows and set up your own custom automations to get things done.
Zapier is only available for paid users, on our Desktop apps.
1

Set up Zapier from Granola settings

You can find our Integrations in your Settings, via your avatar in the bottom left. Here you’ll see Zapier as an integration:
Zapier integration in settings
2

Search for Granola in Zapier

In Zapier, you’ll be prompted to set up a trigger event, where you can search for Granola to find our integration:
Searching for Granola in Zapier
3

Choose your trigger event

Select which trigger you want to use:
  • Note Added to Granola Folder: Automatically triggers when a note is added to a specific folder
  • Note Shared to Zapier: Triggers when you manually share a note to Zapier from the note sidebar
Choosing trigger event in Zapier
4

Configure your integration

Set up your integration details:
  • Name in Granola: Give your integration a name, e.g. ‘Send actions to Linear’
  • Share with your workspace: Choose whether your team can use this same Zap in Granola
  • Granola Folder: Select which folder should trigger the automation (for folder triggers)
Configuring Zapier integration settings
5

Test your integration

Zapier will find up to 3 recent test meetings for you to verify everything works correctly. Click on one to view the details:
Testing Zapier integration with sample data
6

Add your action apps

Now add whatever other apps you want to connect after the Granola trigger. Popular examples include:
  • Connecting with CRM systems (HubSpot, Salesforce, Attio) or ATS platforms (Greenhouse, BambooHR, Ashby)
  • Sending messages via internal communications platforms (Slack, Microsoft Teams)
  • Tracking actions (Asana, Trello, Monday, Linear)
  • And thousands more from Zapier’s app directory

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You’re all set

Once your Zapier integration is set up, you’ll see your Zap available in your note sidebar. Clicking this will trigger your Zap:
Sharing individual note to Zapier
Or in your Folder integration settings, if you chose that option:
Folder integration set up
Connect meeting insights with your workflows. Automatically create tasks from action items, update your CRM with customer feedback, notify teams about key decisions, and more. All without copy-pasting or switching between tools. Whether you’re in sales tracking opportunities, customer success documenting feedback, or product capturing feature requests, Granola + Zapier connects lets you set up custom triggers based on your meetings to create a workflow that works the way you do. Need help? If you need any help setting up workflows within Zapier, take a look at their Help Center. Alternatively if you’re seeing something you don’t expect within Granola, reach out to us at hey@granola.so.