Zoho CRM + OneNote Integrations

Zoho CRM and OneNote is a great combination which can help you to improve your productivity in managing customer support, sales, marketing and all the other tasks. The integration of such two products improve the functionality and helps you complete your work more efficiently. This article will give you details about Zoho CRM & OneNote integration and how it helps to manage your project management.

Zoho CRM is a customer relationship management top developed and maintained by Zoho Corporation, an American software company based in California, United States. It saves and manages contacts, leads and related information. It also allows you to create and track leads, customer activities and tasks etc. It has different modules like Sales, Marketing, Service, Project Management and more.

Zoho OneNote is a note taking application developed and published by Microsoft Corporation. Some of the features of this application are:

Create notes with links to websites, attachments, photos etc.

Search through notes using keywords or tags

Make notes private or share them with your cpleagues

Manage the notes and their versions

Share and cplaborate on notes

Zoho CRM and OneNote Integration. Automatically save Zoho CRM contact details to OneNote. You can choose to save customer or prospect information right into your OneNote notebook. This will help you stay updated with your customers’ details at all times. You can also create any number of notebooks for each project or task that you are working on. Whenever you add details about a new customer in Zoho CRM, it will automatically get added to the respective notebook in OneNote. Also, when you add a new task to Zoho Tasks app, it will automatically get added to the Task section of the relevant notebook. You can create separate sections for all the tasks related to each project. This improves the workflow in a better way. For example, if you are working on a project named “Project A”, you can create a separate section for it where you will have all the things related to that project. You can have the project plan there along with all the tasks related to that project. You can also have notes related to the individual tasks in that section. Now when you are working on one task in Zoho Tasks app, it will automatically get added to that section in OneNote. You will never miss anything again!

You can choose to save customer or prospect information right into your OneNote notebook. This will help you stay updated with your customers’ details at all times. You can also create any number of notebooks for each project or task that you are working on. Whenever you add details about a new customer in Zoho CRM, it will automatically get added to the respective notebook in OneNote. Also, when you add a new task to Zoho Tasks app, it will automatically get added to the Task section of the relevant notebook. You can create separate sections for all the tasks related to each project. This improves the workflow in a better way. For example, if you are working on a project named “Project A”, you can create a separate section for it where you will have all the things related to that project. You can have the project plan there along with all the tasks related to that project. You can also have notes related to the individual tasks in that section. Now when you are working on one task in Zoho Tasks app, it will automatically get added to that section in OneNote. You will never miss anything again! Create Zoho CRM Notes from OneNote. When working on projects, sometimes we need to take down some important points about something or someone associated with it. For example, you might want to keep records of important points related to your customer support staff or your field sales team etc. Now instead of opening Zoho CRM every time for this purpose, you can do it directly from within OneNote! While creating notes within OneNote, just select ‘zohoNotes’ as your note type and it will ask for the parent object name (ie the name of the object which will be used as a lookup key. Just enter ZohoCRM as that name and you should see all the records attached to that object present in ZohoCRM appear within your note!

When working on projects, sometimes we need to take down some important points about something or someone associated with it. For example, you might want to keep records of important points related to your customer support staff or your field sales team etc. Now instead of opening Zoho CRM every time for this purpose, you can do it directly from within OneNote! While creating notes within OneNote, just select ‘zohoNotes’ as your note type and it will ask for the parent object name (ie the name of the object which will be used as a lookup key. Just enter ZohoCRM as that name and you should see all the records attached to that object present in ZohoCRM appear within your note! Use OneNote as an Appointment Book. Do you use Outlook for managing your appointments? If yes then why not leverage OneNote instead? OneNote is already synced with Outlook Calendar but only within Outlook itself; if you create appointments or meetings within Outlook Calendar then they appear within Outlook Calendar but not in OneNote Calendar. To change this behaviour go to File > Options > Advanced > General > Show Appointments in my calendar (OneNote. > Checked> OK . Now when you create an appointment within Outlook Calendar, it appears in your OneNote Calendar too! Similarly appointments created in OneNote Calendar appear within Outlook Calendar too! With this integration set up successfully both Outlook Calendar and OneNote Calendar become one single calendar! Also check out our recent article on How To Sync Microsoft Outlook Calendar With Google Calendar?

The process to integrate Zoho CRM 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.