Integrate Odoo CRM with OneNote

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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 Integration Evernote
  • Evernote Business Integration Evernote Business

Best Odoo CRM and OneNote Integrations

  • Odoo CRM Integration OneNote Integration

    Odoo CRM + OneNote

    Create Note in Section to OneNote from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    OneNote Integration Create Note in Section
  • Odoo CRM Integration OneNote Integration

    Odoo CRM + OneNote

    Create Note to OneNote from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    OneNote Integration Create Note
  • Odoo CRM Integration OneNote Integration

    Odoo CRM + OneNote

    Create Note in Section to OneNote from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    OneNote Integration Create Note in Section
  • Odoo CRM Integration OneNote Integration

    Odoo CRM + OneNote

    Create Note to OneNote from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    OneNote Integration Create Note
  • Odoo CRM Integration Odoo CRM Integration

    OneNote + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Note In Section in OneNote Read More...
    Close
    When this happens...
    Odoo CRM Integration New Note In Section
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Note In Section

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

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo CRM & OneNote Integrations Work

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

    (2 minutes)

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

Integration of Odoo CRM and OneNote

What is Odoo CRM?

Odoo is a free and open source CRM software. It consists of a web application, an Android app and an iOS app. The Odoo Community Edition is free to use.A major difference between Odoo CRM and other CRM sputions is the fact that it is developed in Python and its code is available on GitLab. Therefore, every user can contribute to the development of the system.And OneNote?OneNote is a note taking application, which allows users to capture all their notes in a digital notebook. They can be stored online or on the local hard drive. Microsoft Office automatically syncs the notebooks across all devices, so that users can access them anywhere, on any device with an internet connection.OneNote is part of the Microsoft Office 365 subscription package, which also includes Word, Excel and Outlook.Microsoft has been developing OneNote since 2003. It was originally available only on Windows operating systems, but now, users can access it from Android, iOS, macOS and Windows 7+ systems. There are also browser extensions for Google Chrome, Mozilla Firefox and Internet Explorer.OneNote is available in many languages, such as English, French, German, Italian and Russian.

Integration of Odoo CRM and OneNote

The integration of Odoo CRM and OneNote helps end users to take advantage of both applications. Furthermore, it adds value to the Odoo Community Edition. On the other hand, it provides OneNote users with a powerful spution to manage their business and personal life.OneNote acts as a personal workspace, where users can create pages with text notes, images, audio files, videos and more. They can also insert links to websites or files stored on their computer or in their cloud storage accounts. Moreover, they can create tables and lists to organize their data.In addition to managing their notes in OneNote pages, they can also organize them into notebooks and sections. Users can add tags to their notes to make them easier to find later. They may also share their notebooks with other people or groups.Integration of Odoo CRM and OneNote helps users to create notes directly from the Odoo CRM interface with just one click. For example, users can create a new contact in Odoo and attach notes to it in OneNote at the same time. This helps them to always stay organized.Benefits of Integration of Odoo CRM and OneNote

The integration of Odoo CRM and OneNote offers several benefits. First of all, it enhances the capabilities of Odoo Community Edition by adding useful features. Second, it makes information more accessible to users. By integrating OneNote with Odoo CRM, users have one place where they can store all types of data related to their business and personal life in one secure account.With this integration, users don't have to switch between multiple applications to achieve the same result. For instance, if they need to create a new contact in Odoo and add notes about it to OneNote, they can do it with one click instead of having to perform two actions separately in two different applications.Moreover, if they create a new contact in Odoo then they can add notes about it to their notebook instantly without having to wait for them to sync across multiple devices. Furthermore, users may also create a new page in OneNote directly from Odoo while creating a new contact. This way they don't have to switch from Odoo's interface to navigate through OneNote's menus and tabs to find the right option.

In conclusion, calling the integration of Odoo CRM and OneNote a simple plugin would be an understatement. This functionality goes beyond adding simple features and extends the capabilities of both applications significantly.This integration gives users one place where they can store all types of data related to their business and personal life in one secure account. It makes information more accessible to them by integrating OneNote with Odoo CRM, so that they don't have to switch between multiple applications to achieve the same result. This way they save time and increase productivity.

The process to integrate Odoo 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.