Integrate Customerly with OneNote

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About Customerly

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.

About OneNote

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.

Want to explore Customerly + OneNote quick connects for faster integration? Here’s our list of the best Customerly + OneNote quick connects.

Explore quick connects

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Connect Customerly + OneNote in easier way

It's easy to connect Customerly + OneNote without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Note In Section

    Triggers when a new note is created in a notebook/section.

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Note

    Create a new note in the "Quick Notes" section of your default notebook.

  • Create Note in Section

    Creates a new note in a specific Notebook/Section

How Customerly & OneNote Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick OneNote as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to OneNote.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and OneNote

Customerly ?

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.

Integration of Customerly and OneNote

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.

Benefits of Integration of Customerly and OneNote

The benefits of this integration include the fplowing:

  • Increased productivity of your team – OneNote is a great top for taking notes during meetings or events. It allows users to access their notes on any device they are using. The integration of Customerly will allow users to tag relevant contacts during meetings or events. These contacts can be tagged based on the services they offer or the products they sell. You can also filter contacts based on tags. You can use this feature to sort contacts based on their specializations or your sales strategy. With this integration, you can enhance your productivity by allowing sales representatives to tag their relevant contacts in real time. For instance, if you have a meeting with a marketing representative, you can tag her or him based on his marketing specialty.
  • Better communication with clients – If you use Customerly, you can easily integrate it with your mailing list, which is created in OneNote. When you create leads in Customerly, these leads will be moved to OneNote automatically. You can also create tasks based on your conversations with clients or prospects with this integration. This integration also makes it easy for you to send emails to your clients or prospects directly from OneNote. You do not have to go back and forth between Customerly and OneNote in order to send an email to a specific contact. You just need to click on the contact’s name and then send the email from OneNote. This integration lets users not only manage their contacts but also communicate with them directly from the same top they use for managing their contacts (OneNote.
  • Easier contact management – With this integration, you do not have to switch between OneNote and Customerly in order to manage your contacts. This integration allows you to manage and communicate with all your contacts from within OneNote. You do not have to log in to Customerly and spend time searching for contacts and other details about your clients or prospects every time you need to send an email or create a task based on your interactions with them.

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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm