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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.
Marketing, sales, and service software that helps your business grow without compromise.HubSpot Integrations
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Triggers when a new note is created in a notebook/section.
Triggers when a company recently created or updated.
Triggers when a contact recently created or updated.
Triggers when a line item recently created or updated.
Triggers when a new company is available.
Triggers when a specified property is provided or updated on a company.
Triggers when a new contact is available.
Triggers when a new deal is available.
Triggers when a specified property is provided or updated on a deal.
Triggers when a deal enters a specified deal.
Triggers when a form in submitted.
Triggers when a new line item is available.
Triggers when a new product is available.
Triggers when a new ticket is available.
Triggers when a product recently created or updated.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note in a specific Notebook/Section
Create a Deal in HubSpot
Microsoft OneNote is a note taking software that allows users to take notes in an electronic format. The user can then organize the notes into different notebooks and sections. Microsoft OneNote also offers its users the ability to record audio in real time, allowing them to easily take quick notes during meetings or classes. Lastly, using the tab feature in OneNote users can create tabs for different sections in their notes. This will allow users to categorize notes in order to make them easier to locate in the future.
HubSpot is a software that helps businesses manage all of their marketing related tasks in one place. Not only does HubSpot provide users with the ability to manage email marketing campaigns, but it also has other features that allow for social media monitoring, lead tracking, web analytics, landing pages, and more.
With the integration between OneNote and HubSpot users are able to streamline their workflow. Using HubSpot’s contacts module users can easily insert contacts from HubSpot into OneNote. The integration between these two programs allows for quick access to contact information. Using OneNote’s integration with Outlook users are able to send emails via Outlook while simultaneously recording the email conversation in OneNote. This integration allows users to keep an organized email platform while also being able to take notes on the conversation. Using the OneDrive integration with HubSpot users are able to send documents directly from HubSpot to OneDrive without needing to export them first. With this integration users are able to save time by not having to manually export documents prior to sending them.
HubSpot’s integration with Outlook and Google Calendar allows users to have a centralized calendar that is easy to access. Using the “notes” function in Outlook users are able to send emails directly from Outlook to OneNote saving them time by eliminating the need to send the email separately. The integration with OneNote and Google Calendar allows for a seamless transition between both programs. A user can simply copy a contact from HubSpot into OneNote and have it automatically become a Google Calendar event as well as a contact in one step. The synchronization of contacts prevents duplicates from being created as well as avoids missing any important information about a contact. In addition, the synchronization of calendars makes scheduling meetings easier because they are all in one central location.
In conclusion, integrating OneNote and HubSpot has many benefits for business owners and marketers alike. By making use of both programs they can work together to streamline processes and make working easier.
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