Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
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 Salesmate.io + OneNote quick connects for faster integration? Here’s our list of the best Salesmate.io + OneNote quick connects.Explore quick connects
Looking for the OneNote Alternatives? Here is the list of top OneNote Alternatives
It's easy to connect Salesmate.io + OneNote without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Triggers when a new note is created in a notebook/section.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note in a specific Notebook/Section
Salesmate.io is a sales productivity top which makes it easy for sales people to track their leads, manage their pipeline, gain customer insights and more. Salesmate.io has a powerful dashboard allowing you to view a snapshot of all your leads organized by stage, by company or by contact. It also allows you to see your progress in the pipeline, what deals are set to close in the next few days and how many deals are still unspd.
Salesmate.io integrates with Microsoft OneNote, a powerful note taking top developed by Microsoft Corporation. OneNote allows you to take notes while on the move, organize them in notebooks and share them with others. It also helps you archive important information that you might want to access later. OneNote allows you to capture ideas as they arise, organize and structure them in an orderly manner and easily retrieve them at a later point in time (Microsoft, 2015.
Salesmate.io integrates with OneNote using a browser plugin. The browser plugin allows you to execute Salesmate.io through the topbar in OneNote. The screenshot below shows how Salesmate.io appears when opened in OneNote 2013.
Fig 1. Integration of Salesmate.io into OneNote 2013.
The integration of Salesmate.io with OneNote is useful because:
To conclude, integration of Salesmate.io with OneNote allows users to gain real-time insights about their sales pipeline using a single topset. Since it is integrated into OneNote, users can access the information from anywhere and anytime without having to open multiple browsers or switch between tabs. It also helps users store their vital sales information in one place rather than having to keep it in several different places.
The process to integrate Salesmate.io 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.