?>

HubSpot CRM + OneNote Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

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.

OneNote Integrations
OneNote Alternatives

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

  • Evernote Evernote
  • Evernote Business Evernote Business

Best ways to Integrate HubSpot CRM + OneNote

  • HubSpot CRM OneNote

    HubSpot CRM + OneNote

    Create Note in Section to OneNote from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    OneNote Create Note in Section
  • HubSpot CRM OneNote

    HubSpot CRM + OneNote

    Create Note to OneNote from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    OneNote Create Note
  • HubSpot CRM OneNote

    HubSpot CRM + OneNote

    Create Note in Section to OneNote from New Contact Property Change in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Contact Property Change
     
    Then do this...
    OneNote Create Note in Section
  • HubSpot CRM OneNote

    HubSpot CRM + OneNote

    Create Note to OneNote from New Contact Property Change in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Contact Property Change
     
    Then do this...
    OneNote Create Note
  • HubSpot CRM OneNote

    HubSpot CRM + OneNote

    Create Note in Section to OneNote from New Company in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Company
     
    Then do this...
    OneNote Create Note in Section
  • HubSpot CRM {{item.actionAppName}}

    HubSpot CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect HubSpot CRM + OneNote in easier way

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Note In Section

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

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • 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 HubSpot CRM & OneNote Integrations Work

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

    (2 minutes)

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

Integration of HubSpot CRM and OneNote

HubSpot CRM?

HubSpot CRM is a software based on the concept of “inbound marketing”. Its main function is to help small businesses and enterprises in generating and maintaining leads, nurturing them through the sales funnel until they become customers. HubSpot CRM aims to create a “tracking machine” for marketers that will help them understand and manage their campaigns with more accuracy.

  • OneNote?
  • OneNote is an online digital notebook top that can be used to take notes, organize documents, and share information. It has many features such as:

    Outlining – Allows users to create different types of outlines that can be used to organize information and ideas. The outline can be easily changed depending on the user’s needs.

    Images – Users can insert images into their notebooks. They can also make modifications to the images such as changing the size, adding text, and adding arrows.

    Audio recordings – Files with audio are also available for use. Notebooks can be recorded using voice and people can listen to it later on.

    Forms – Forms can be created using OneNote so that users can capture information about their customers. For example, if an event provider wants to capture contact information from attendees, they can create a form and have attendees fill it out during the event.

    Annotating – Users can highlight important information in their notes. They can also make notes by writing on top of the highlighted information. This feature is useful when creating a presentation or report.

    Linking – Links can be added to OneNote pages so that users can access other websites or documents. The links can also be sent to cpleagues and customers through email.

  • Integration of HubSpot CRM and OneNote
  • HubSpot CRM is integrated with Microsoft Office 365 Applications including Word, PowerPoint, Excel, Outlook, SharePoint Online, Skype for Business, and OneNote. It works best with OneNote because it allows users to integrate data into their notes which are then easily accessible using OneNote Mobile Apps .

  • Integration of HubSpot CRM and OneNote
  • Integrating HubSpot CRM with OneNote makes it easier for marketers to manage customer relationships because they are able to import lists of contacts from their HubSpot CRM accounts into their Microsoft Office 365 applications. The list can then be used for email campaigns or shared with cpleagues or customers. For example, if a company wants to send out an email campaign about special discounts for its products, all they have to do is copy and paste the list into an email template. No typing is required because the email addresses are already included in the template. Since there are no typing errors, the email will be sent out faster. The company can also save time in updating the email campaign by using the HubSpot CRM Lead Conversion feature which detects whether or not a recipient has opened the email. If a recipient opens the email, he or she has been added as a lead in HubSpot CRM which means the company does not have to manually add email addresses individually anymore. This saves valuable time and money since it eliminates the manual entry process. In addition, the HubSpot CRM Lead Conversion feature saves time in updating leads since the HubSpot CRM account will automatically update itself once a contact is added as a lead in Microsoft Office 365 applications. This integration works best with Outlook because it allows users to create files using HubSpot CRM without leaving their email application. If people want to update or create new records in their HubSpot account, all they have to do is click on the Outlook icon which will automatically open a new document in OneNote where they can type in new information about their leads (Figure 1.

  • Benefits of Integration of HubSpot CRM and OneNote
  • The process to integrate HubSpot CRM and Nutshell 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.