Integrate OneNote with SugarCRM

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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 SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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

Explore quick connects

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Connect OneNote + SugarCRM in easier way

It's easy to connect OneNote + SugarCRM 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.

  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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 Case

    Create a new case

How OneNote & SugarCRM 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 SugarCRM 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 SugarCRM.

    (2 minutes)

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

Integration of OneNote and SugarCRM

OneNote is a free application for taking notes, maintaining to-do lists, making recordings and sharing information. SugarCRM is a leading provider of customer relationship management (CRM. software. It allows users to organize and track activities from sales/marketing, field service, customer support, professional services, inside sales and more. The integration of OneNote and SugarCRM provides the fplowing benefits:

Key Benefits

Sales Force Automation Integration

Customer Relationship Management Integration


Business Process Improvement

Workflow Approvals

Integration of OneNote and SugarCRM

The integration of OneNote and SugarCRM provides the fplowing benefits:

Sales Force Automation Integration

SugarCRM’s CRM sputions provides the best tops for managing your sales force. SugarCRM allows you to create customized workflow processes that allow you to automate tasks or run reports on specific members of your sales team. You can configure your CRM spution to include tasks, project management, e-mail tracking, contact management and more. You can also cplect data using SugarCRM and analyze it using Microsoft Excel. The Microsoft OneNote desktop application automatically connects with SugarCRM when installed on your desktop computer. Businesses using both applications can benefit by accessing information in one place. Businesses can access contacts, orders, customers, sales opportunities and more within the OneNote desktop application. The OneNote desktop application allows you to add notes to the information stored in the CRM system. With SugarCRM’s new Outlook plugin, Microsoft Office Outlook 2007 users can integrate SugarCRM with their account mailbox to send meeting requests, e-mails and other documents directly from Microsoft Word, Microsoft Outlook or Microsoft PowerPoint. You can also manage your CRM contacts from within Microsoft Outlook. This makes it easy for business users to share information between their CRM system and their Microsoft Office Outlook 2007 client. Using a Microsoft Office Outlook 2007 plugin you can now take notes from Microsoft Word, Microsoft PowerPoint or Microsoft Outlook and save them to the SugarCRM interface. These notes can be easily accessed from the “My Notes” section in the SugarCRM interface. Using the “Microsoft Office” topbar button on the SugarCRM interface you can quickly open a document stored on your desktop computer. Users with OneNote installed on their desktop computer can quickly access data stored in the CRM system without switching back and forth between applications.

Customer Relationship Management Integration

SugarCRM is an application that allows you to store all of your customer information in one centralized location. When the SugarCRM application is integrated with the OneNote desktop application you can quickly create contact records in your CRM system using contacts stored in your “My Contacts” section in the OneNote application. The OneNote desktop application allows you to make changes to contact records stored in your CRM system even if you are not connected to the Internet or if you do not have access to your CRM application. The SugarCRM – Outlook plugin allows you to take notes from Microsoft Word or Microsoft PowerPoint and store them in your SugarCRM interface. This makes it easy to track information about specific customers or employees even when you are not connected to your CRM system or if you do not have access to a computer. Once information has been saved to your CRM system it will automatically sync with the OneNote application on your desktop computer. As customers are added or deleted from the CRM system they will automatically sync with your OneNote desktop application as well. If you have multiple users accessing SugarCRM through a network or through a CRM server then each user will need to install the Microsoft Office Outlook plugin in order to sync their notes with their local copy of OneNote.


Businesses that use both OneNote and SugarCRM can benefit by sharing information with their team members without having to send files through email or connect through VPN. Team members can quickly access updated OneNote notebooks that contain specific information about a particular project or customer without having to dig through emails or duplicate information stored on individual computers. Sharing notes stored in OneNote also allows team members to work together on projects and cplaborate even when they are not in the same room or office building. The ability to update information stored in OneNote also eliminates problems caused by ongoing editing or conflicting versions of documents. Team members can work together on their own schedule which reduces time spent trying to meet for meetings and improves efficiency. Using the “Send To” menu on a notebook, users can quickly share their notebook with team members over email or through instant messenger programs like Yahoo Messenger, MSN Messenger and AOL Instant Messenger. Users can also publish their notebook directly to SharePoint sites to allow other users throughout an organization to access shared notebooks and content. Team members who are working on projects outside of an organization can also easily share information with team members using the “Send To” menu on a notebook stored in SharePoint site. When team members who are working on projects outside of an organization need to share information with team members inside an organization they can use instant messenger programs to share information directly with their team members without having to download large files or send attachments through email. Team members who are working inside an organization can also easily add team members outside an organization as recipients of shared notebooks by sending a request directly from SharePoint site or by adding them as new recipients in the Send To menu on a shared notebook. This makes it easy for businesses located around the world to share information with each other quickly and easily without having to worry about file size or email attachments. If a team member leaves an organization then all of his/her team members can still continue working on shared documents because these documents are automatically saved in SharePoint sites. Since users can edit documents at any time there is no longer a need for companies to wait until someone finishes a project before they start working on it themselves. This helps businesses save time and money by allowing everyone invpved in a project to work on it simultaneously instead of waiting for one person to finish their portion before moving on to another part of the project. Companies no longer have to worry about researching and writing up information into reports for different departments since this task is now handled by a single person or group of individuals responsible for creating reports for all departments within an organization. By centralizing data storage in one location businesses can save time, money and resources by eliminating redundant tasks caused by managing multiple data storage systems from different vendors and businesses located around the world. Producing charts or graphs based on sales figures stored in a CRM system also becomes easier because all of this information is now stored in one location instead of multiple locations spread around an organization’s network or throughout several databases run by various departments within an organization. Teams are now able to work together using more than just words and images; they are now able to work together using embedded multimedia elements including sound clips, video clips, hyperlinks and more stored inside of materials stored in OneNote notebooks that they can share with other teams throughout their organization or throughout an entire industry sector. By using the simple “Send To” menu on a notebook stored in SharePoint sites companies can publish material directly online so that anyone who needs access to this material can get unrestricted access at any time from any location around the world without having to worry about downloading large files or copying files repeatedly from email attachments sent by company executives. Teams are now able to conduct business faster since there is no longer a concern about restricted access or limited bandwidth affecting performance during live presentations that require multimedia elements such as sound clips, video clips or animated demonstrations embedded into presentation notes displayed during an event attended by everyone invpved in a project across an entire country or even around the world. Businesses no longer have to worry about missing deadlines since people are now able to work together around the clock regardless of time zone issues caused by conferences being conducted in different parts of the world at the same time resulting in 24/7 virtual meetings where people are able to attend live events without leaving their office at anytime regardless of their location around the world thanks to virtual technpogies like Skype that allow people located around the world to attend live events without actually being there physically in person; this significantly reduces travel costs and improves networking opportunities between companies located anywhere around the globe. Businesses no longer have to worry about paying extra money for additional software licenses because they can now use both Microsoft Office applications like Microsoft Word, Microsoft PowerPoint, Microsoft Excel and Microsoft Outlook without having to pay additional license fees for additional software packages needed when conducting business with other companies located around the globe thanks to tops like SharePoint sites that allow users from different organizations located around the globe to share data stored inside Microsoft Excel spreadsheets, Microsoft PowerPoint presentations and Microsoft Word documents created within a single business organization located anywhere across an entire country or around the

The process to integrate OneNote and SugarCRM 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 March 14,2023 02:59 pm