Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.
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Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when a new note is created in a notebook/section.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note in a specific Notebook/Section
Customerly is an online customer relationship management software that allows you to connect with your customers and prospects in a direct manner. It helps you keep track of your contacts, send emails, manage your database, create marketing campaigns, and communicate with your team.
OneNote is a note-taking software. It is also a personal information manager. It allows users to organize their notes and access them from anywhere they want. OneNote also allows users to share their notes with others.
This integration of Customerly and OneNote creates a perfect storm for business organizations or individuals who uses the two applications simultaneously. This integration makes the management of contacts easier. It allows users to manage their contacts from any device they are using. In OneNote, users can create notebooks for different purposes and then add contacts, notes, tasks, links to websites, and more into these notebooks. In Customerly, users can take advantage of the advanced features such as tagging, filters, tags, and more. They can use these features to manage multiple contacts at once.
The benefits of this integration include the fplowing:
The process to integrate Customerly and OneNote may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
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