Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
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.OneNote Integrations
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It's easy to connect HubSpot CRM + OneNote without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Triggers when a new note is created in a notebook/section.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates 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
HubSpot CRM is a software based on the concept of “inbound marketing”. Its main function is to help small businesses and enterprises in generating and maintaining leads, nurturing them through the sales funnel until they become customers. HubSpot CRM aims to create a “tracking machine” for marketers that will help them understand and manage their campaigns with more accuracy.
OneNote is an online digital notebook top that can be used to take notes, organize documents, and share information. It has many features such as:
Outlining – Allows users to create different types of outlines that can be used to organize information and ideas. The outline can be easily changed depending on the user’s needs.
Images – Users can insert images into their notebooks. They can also make modifications to the images such as changing the size, adding text, and adding arrows.
Audio recordings – Files with audio are also available for use. Notebooks can be recorded using voice and people can listen to it later on.
Forms – Forms can be created using OneNote so that users can capture information about their customers. For example, if an event provider wants to capture contact information from attendees, they can create a form and have attendees fill it out during the event.
Annotating – Users can highlight important information in their notes. They can also make notes by writing on top of the highlighted information. This feature is useful when creating a presentation or report.
Linking – Links can be added to OneNote pages so that users can access other websites or documents. The links can also be sent to cpleagues and customers through email.
HubSpot CRM is integrated with Microsoft Office 365 Applications including Word, PowerPoint, Excel, Outlook, SharePoint Online, Skype for Business, and OneNote. It works best with OneNote because it allows users to integrate data into their notes which are then easily accessible using OneNote Mobile Apps .
Integrating HubSpot CRM with OneNote makes it easier for marketers to manage customer relationships because they are able to import lists of contacts from their HubSpot CRM accounts into their Microsoft Office 365 applications. The list can then be used for email campaigns or shared with cpleagues or customers. For example, if a company wants to send out an email campaign about special discounts for its products, all they have to do is copy and paste the list into an email template. No typing is required because the email addresses are already included in the template. Since there are no typing errors, the email will be sent out faster. The company can also save time in updating the email campaign by using the HubSpot CRM Lead Conversion feature which detects whether or not a recipient has opened the email. If a recipient opens the email, he or she has been added as a lead in HubSpot CRM which means the company does not have to manually add email addresses individually anymore. This saves valuable time and money since it eliminates the manual entry process. In addition, the HubSpot CRM Lead Conversion feature saves time in updating leads since the HubSpot CRM account will automatically update itself once a contact is added as a lead in Microsoft Office 365 applications. This integration works best with Outlook because it allows users to create files using HubSpot CRM without leaving their email application. If people want to update or create new records in their HubSpot account, all they have to do is click on the Outlook icon which will automatically open a new document in OneNote where they can type in new information about their leads (Figure 1.
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