Integrate Freshworks CRM with OneNote

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and OneNote

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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 Freshworks CRM + OneNote quick connects for faster integration? Here’s our list of the best Freshworks CRM + OneNote quick connects.

Explore quick connects

Looking for the OneNote Alternatives? Here is the list of top OneNote Alternatives

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Connect Freshworks CRM + OneNote in easier way

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

  • Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New Note In Section

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

  • Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • 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 Freshworks CRM & OneNote Integrations Work

  1. Step 1: Choose Freshworks CRM 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 Freshworks CRM to OneNote.

    (2 minutes)

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

Integration of Freshworks CRM and OneNote

Freshworks CRM?

Freshworks CRM is the easiest way to manage all your customer interactions in one place. With Freshworks CRM, you can easily access your customer information from anywhere, right when you need it. For example, you can add new leads and notes, view updates about existing customers and access their profiles on your mobile devices. You can also find more details on the activities of every customer and distributor by using the real-time data tracking features.


Microsoft OneNote is a note taking application that helps users to take and organise notes and synchronize them on various devices. It is a part of Microsoft Office suite available for Windows and Mac operating systems. It has been developed by Microsoft Corporation and was released in 2003.

It was designed to work on notebook computers, but can also be used on personal computers and mobile devices such as tablets and smartphones. Originally, the software was only available as part of Office, but it became a standalone product in 2014. Microsoft OneNote is very popular among students and teachers for taking notes during lectures. It is also used by many professionals for keeping track of tasks and projects.

  • Integration of Freshworks CRM and OneNote:
  • The integration of Freshworks CRM and OneNote will benefit both users and companies. The benefits for users include:

    • Users can access their notes on any device since OneNote is available on several platforms including Windows, iOS, Android, Mac OS X and the Web. Users can also synchronize their notes on different connected devices so that they can access them from any environment where they have internet connection. This feature will allow users to have access to their notes from everywhere. * Using OneNote means saving time because users do not have to switch between different applications in order to access their notes. Users can start a note in OneNote, add attachments from within OneNote and send their notes in email. * Users can create a shared notebook in OneNote that they can use with other people in their organization or team. They can share their ideas with others, make changes to a shared notebook and discuss ideas with others via chat or meetings. In this way, they will be able to cplaborate efficiently with other people in their organization or team. * Users can organize their notes in OneNote by adding tags to them, which will help them to find their notes quickly when they need them. This feature will enable users to save time when looking for specific notes. * Users can save time by using OneNote’s auto-complete feature that automatically fills in text while typing a note or document. * Users can use the cplaboration features in OneNote which will help them to save time while working with others. For example, they can share different parts of their notes with others for editing purposes or present their notes via web sharing features.

    The benefits for companies include:

    The process to integrate Freshworks CRM 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 November 09,2022 06:11 pm