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OneNote + HubSpot Integrations

Syncing OneNote with HubSpot is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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.

About HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

HubSpot Integrations
Connect OneNote + HubSpot in easier way

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

    Triggers
  • New Note In Section

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

  • Company Recently Created or Updated

    Triggers when a company recently created or updated.

  • Contact Recently Created or Updated

    Triggers when a contact recently created or updated.

  • Line Item Recently Created or Updated

    Triggers when a line item recently created or updated.

  • New Company

    Triggers when a new company is available.

  • New Company Property Change

    Triggers when a specified property is provided or updated on a company.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal Property Change

    Triggers when a specified property is provided or updated on a deal.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • New Form Submission

    Triggers when a form in submitted.

  • New Line Item

    Triggers when a new line item is available.

  • New Product

    Triggers when a new product is available.

  • New Ticket

    Triggers when a new ticket is available.

  • Product Recently Created or Updated

    Triggers when a product recently created or updated.

    Actions
  • 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

  • Create Deal

    Create a Deal in HubSpot

How OneNote & HubSpot Integrations Work

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

    (2 minutes)

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

Integration of OneNote and HubSpot

OneNote

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

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.

Integration of OneNote and HubSpot

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.

Benefits of Integration of OneNote and HubSpot

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.

The process to integrate OneNote and HubSpot 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.