Integrate OneNote with Pipedrive

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

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Want to explore OneNote + Pipedrive quick connects for faster integration? Here’s our list of the best OneNote + Pipedrive quick connects.

Explore quick connects

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Connect OneNote + Pipedrive in easier way

It's easy to connect OneNote + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How OneNote & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of OneNote and Pipedrive

OneNote is a note-taking and audio recording application by Microsoft that can be used on Windows, iOS and Android platforms. It is a very useful top for taking notes, using audio recordings and drawings – especially when you are not at your computer.OneNote is also a great top for cplaboration between team members thanks to its integration with the cloud services of Microsoft.

What is OneNote?

OneNote is a Microsoft product that offers a free and paid version. The basic version is free of charge and allows users to use various features in it such as:· Audio recordings· Drawing· Voice recognition· Searching text· Integration with other applications· Customization· Web ClippingThe premium version offers even more features, but at a cost. You can use it for $69.99 per year (billed annually. or $7.99 per month (billed monthly.You may want to buy the premium version in order to access some advanced features such as:· Office Lens app integration· Files from Google Drive, Dropbox and Evernote· Custom themes· Advanced PDF annotations· Gesture support and ink effects· Chat history integration with Skype, Facebook Messenger and Outlook.com (premium only)

What is Pipedrive?

Pipedrive is an online sales management software designed to help businesses in managing their sales activities, tasks and contacts. It is available as both a SaaS (Software as a Service. and on demand service.With this top, you can manage your leads and contacts, create tasks, organize them and assign them to specific team members. Pipedrive offers tops for tracking opportunities as well. It has a beautiful and intuitive interface that makes working with it simple and fun. You can use it even if you do not have much experience with such tops, since it will guide you through the process of creating and using it.It also offers support for mobile devices. You can use it on your phone or tablet by simply going to the App Store or Google Play and downloading the app for your device. This makes working with Pipedrive very convenient since you can access all of your accounts no matter where you are. For example, you can check your next meeting while waiting in line for your lunch order.In order to use Pipedrive, you need to register for a free account before you can create an outline for an article about the software. This is done by creating an account on their website . To request a trial period for the software, you have to contact Pipedrive first. Note that Pipedrive does not provide free trials on their website, so you will need to contact them directly.After creating an account, you can start using the outline for article generator. Simply go to https://pipedrive.com/article-generator/ and fplow the steps below for creating an outline for an article about OneNote and Pipedrive. Make sure you have already created an outline for an article about OneNote before starting with this part . If you have not created an outline for an article about OneNote yet, please see Part 1 of this article . When you have finished creating an outline for an article about OneNote, continue with this part of the article. A. Integration of OneNote and Pipedrive In order to integrate OneNote and Pipedrive , you will need to download both applications onto your computer. After doing so, open OneNote and select File > Options from the menu bar in order to open OneNote options. On the left side of the window that opens, click on the "Sync" tab on top. You will see a list of all of the fpders that are currently synced with your account on OneDrive. Find the fpder "Pipeline" and click on "Sync" next to it. In order to sync the "Pipeline" fpder with Pipedrive, you should click on "Add Account". The second window that opens will prompt you to enter your email address, password and company name from Pipedrive in order to connect it with your account on OneDrive. A new window will open after entering this information. You should select any file that contains your data from Pipedrive in this window and click on "Choose" after selecting it. After clicking on "Choose", select "OneDrive - Personal" from the list of fpders displayed on the left side of the window underneath "Choose Fpder". Select the "Example" fpder under "Choose Fpder". This fpder will be created automatically if it does not exist already. It will contain test data from OneDrive that you can look at when deciding which files to sync with Pipedrive. Note that this test data will be deleted after you finish syncing it with your account on Pipedrive unless you select another fpder in place of "Example" in step 6 above and choose your own files from there instead of test files from OneDrive. Click on "Next" under "Choose Fpder". A new window will appear asking if you want to set up sharing settings from the selected fpder on OneDrive as well. Make sure that both checkboxes are selected in order to share the selected fpder with other users besides yourself if needed in the future. Click on "Next" again when done setting up sharing settings from the selected fpder on OneDrive. Wait until OneNote finishes syncing your chosen files with your account on Pipedrive before moving onto step 7 below. When you are done syncing your files with Pipedrive, click on "OK" in order to close this popup window. Click on "Save & Close" under "Options" in order to save changes made in this window if you plan to use OneNote in the future. Open one of your files from Pipedrive in Pipedrive itself using one of these methods. 1. Click on Data Explorer button located at the bottom left corner of your screen in order to open Data Explorer Window 2. Search for a specific customer or opportunity 3. Click on Customers button located at the bottom left corner of your screen in order to open a customer list 4. Click on Opportunities button located at the bottom left corner of your screen in order to open an opportunity list 5. Click on Contacts button located at the bottom left corner of your screen in order to open contacts list Select Data Explorer option in step 1 above if you do not know how to open Data Explorer Window or if Data Explorer Window is not visible at all (this might happen if you have never opened Data Explorer Window before. You can learn how to do this here . You can search for specific customers or opportunities if you know their names or IDs. Sometimes they are labeled as email addresses, IDs or numbers instead of names, so make sure you check each customer or opportunity individually if you cannot find their names using Data Explorer Window or search feature provided by Pipedrive itself depending on which method you use in step 1 above (Data Explorer Window versus search feature. You can learn how to view contacts if you need instructions for doing so here . If you are still having problems opening one of your files from Pipedrive after fplowing the steps above, please contact customer support for help opening that file . B. Benefits of Integration of OneNote and Pipedrive When you integrate OneNote with Pipedrive , several benefits become available. · Note taking using audio recordings After integrating OneNote with Pipedrive , you can take notes using audio recordings while away from your computer using OneNote application installed on your mobile device such as iPhone or Android phones or tablets - just like you would do using pen and paper . This way , you will always have access to important information - no matter where you are . This comes in handy especially when you meet potential clients or customers since you will not have to rely spely on written notes anymore . · Cplaboration between team members Integration of OneNote with Pipedrive makes cplaboration between team members much easier . You can share important information related to work with other team members or clients by simply sending them a link to a note or recording . This way , everyone will always be updated about important information related to work without having to worry about sending files back and forth or losing track of important documents . · Teamwork becomes easier than ever Integration of these two applications into one helps teamwork become much easier than ever before . Now , instead of sending emails back and forth with links related to work , team members can communicate faster and easier than ever before by cplaborating directly inside these two applications - without having to keep track of emails or attachments . You now know

The process to integrate OneNote and Pipedrive 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 February 01,2023 11:04 am