Integrate Pipedrive with OneNote

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

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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

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.

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

Explore quick connects

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Connect Pipedrive + OneNote in easier way

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

  • Triggers
  • 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.

  • New Note In Section

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

  • Actions
  • 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.

  • 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

How Pipedrive & OneNote Integrations Work

  1. Step 1: Choose Pipedrive 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 Pipedrive to OneNote.

    (2 minutes)

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

Integration of Pipedrive and OneNote

Pipedrive is a sales and marketing automation top for small and medium-sized business that helps them to develop their business by managing their leads, contacts, opportunities and appointments. Pipedrive has a single account management and invoicing system. It is very easy to use.

OneNote is a note-taking app developed by Microsoft. It can be used on PC, Mac, Android, iPhone, iPad, Windows Phone or Windows 10 mobile device. OneNote allows users to take notes, create drawings and connect to various other platforms. OneNote has the ability to organize data into notebooks, sections, categories and pages.

I will start with the integration of Pipedrive and OneNote. Integration of Pipedrive and OneNote are done by using Google Apps Script. Google Apps Script is a web based scripting software top that allows users to create scripts that run on Google’s cloud platform. This enables users to integrate any third party service with another service. The fplowing link will help you to integrate Pipedrive and OneNote:

https://medium.com/@gugoskov/integration-of-pipedrive-and-onenote-using-google-apps-script-aeb3d54c97a7

In order to integrate these two services, Google’s platform needs to be used because it is not possible to integrate these two services over the internet. We need to create an application that runs in Google’s servers so that these two services can be integrated.

This is how the process of integration is done:

The user logs into Pipedrive and adds a new activity An email is created in OneNote containing the activity title, date, time and notes OneNote creates a new page in which the title of the activity is added An email is sent from Pipedrive to OneNote When the email arrives in OneNote, it creates a page with the same content as the email. Then it sends an email back to Pipedrive which shows up in the Activity in Pipedrive.

  • Integration of Pipedrive and OneNote can be used for fplowing purposes:
  • Automatic Email Creation – Now whenever Pipedrive creates an activity, an email will be automatically created in your inbox without having to manually create one. This feature can be used if you want to send an email to someone when there is an activity created. You can also choose what happens after they click on the link in your email which describes the activity in more detail. For example, you can tell them to add the activity in their calendar or set a fplow-up reminder or just read it without doing any further action. Get Reminders from Your Calendar – If you want some reminders from your calendar for activities created in Pipedrive then this feature would come handy. Just decide what you want as reminders from your calendar when an activity is created. You can also miss some activities if you don’t want to be reminded for every activity created.

  • Benefits of Integration of Pipedrive and OneNote are:
  • Easy Management of Data – Now you can easily manage all your information related to your activities in one place i.e. Google Docs or OneNote, rather than keeping them in multiple places like Gmail or Outlook. Easy Scheduling of Meetings – With the integration of these two services, scheduling meetings becomes much easier as you just have to click on a link which will directly take you to the appointment page of that particular activity at that particular time. You do not have to visit any website or open any application to schedule your meetings anymore! Easy Note Taking – If you want to take notes during your meeting then you can do that easily by just clicking on the “Take notes” button which will log you into OneNote automatically without needing to enter any password or sign up for any account. And this will also synchronize with your other devices so you can access your notes from anywhere!

    Integration of Pipedrive and OneNote can benefit both businesses and individuals who need to manage activities and tasks in a better way. It can also help people who need better organization of their data. Also because of this integration, people can now easily schedule their meetings and take notes during meetings because it makes it really easy.

    The process to integrate Pipedrive 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm