Integrate Salesmate.io with OneNote

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and OneNote

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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 Salesmate.io + OneNote quick connects for faster integration? Here’s our list of the best Salesmate.io + OneNote quick connects.

Explore quick connects

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Connect Salesmate.io + OneNote in easier way

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

  • Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • New Note In Section

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

  • Actions
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & OneNote Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to OneNote.

    (2 minutes)

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

Integration of Salesmate.io and OneNote

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.

Integration of Salesmate.io and OneNote

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.

Benefits of Integration of Salesmate.io and OneNote

The integration of Salesmate.io with OneNote is useful because:

  • it saves time. users can access Salesmate.io from within OneNote and therefore should not have to waste time opening different browsers, logging into different accounts and switching between tabs;
  • it provides users with real-time information. users need not wait until they are back in front of their computers to check the status of their sales pitches; and
  • it creates a central repository where users can store vital sales information. by integrating Salesmate.io with OneNote, users should be able to store important sales information in a single place rather than having to keep it in several different places (i.e., hard copy notes, emails, etc.. This should improve ease of use and allow users to find the information they need quickly (Microsoft, 2015.

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.

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