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HubSpot CRM + OneNote Integrations

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

About HubSpot CRM

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.

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.

OneNote Integrations
OneNote Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Evernote Evernote
  • Evernote Business Evernote Business

Best HubSpot CRM and OneNote Integrations

  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. With this HubSpot CRM – Microsoft Teams integration, whenever a new deal is created in HubSpot, we’ll send all related information to your chosen Microsoft Teams channel without any manual effort from your end. To set it up, you'll just need to add channel names (single or multiple). Don’t worry we provide step-by-step instructions for it all.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new deal is created in HubSpot CRM
    • Appy Pie Connect sends a message to the selected channel on Microsoft Teams
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Want to make sure that all your team members on Microsoft Teams know about every new customer on HubSpot CRM? Use this Connect to automatically send messages whenever new contacts are created in HubSpot CRM. Once you've set up this automation, adding a new contact on HubSpot CRM will automatically trigger a notification to the channel of your choice. This way, you can be sure everyone is in the loop at all times.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new contact is created in HubSpot CRM
    • Appy Pie Connect sends a message to the Microsoft Teams channel
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • HubSpot CRM MailChimp

    HubSpot CRM + MailChimp

    Create MailChimp subscribers from new Hubspot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Make your email marketing campaign more successful by connecting your MailChimp account with Hubspot CRM. This integration will help you grow your email subscribers list without any manual effort. Once it’s active, any time you create a new Hubspot CRM, the contacts will automatically be added to a Mailchimp list of your choice.
    How It Works
    • You create a new contact in Hubspot CRM
    • Appy Pie Connect automatically adds that contact to a Mailchimp list
    What You Need
    • A Mailchimp account
    • A Hubspot CRM account
  • HubSpot CRM Google Sheets

    HubSpot CRM + Google Sheets

    Add new rows to Google Sheets for HubSpot CRM contacts Read More...
    When this happens...
    HubSpot CRM New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your HubSpot CRM contacts with Appy Pie Connect. Our platform lets you integrate HubSpot CRM with Google Sheets in minutes without any coding. Once you’ve set up this integration, whenever a new contact is added to your HubSpot CRM, we will automatically add it to the Google Sheets spreadsheet. This way you can keep a record of all your HubSpot CRM contacts in one place.
    How This Integration Works
    • A new contact is added to HubSpot CRM
    • Appy Pie Connect adds the contact information to a new row in a Google Sheets spreadsheet
    What You Need
    • A HubSpot CRM account
    • A Google account
  • HubSpot CRM HubSpot CRM

    Paypal + HubSpot CRM

    Create Deals on Hubspot CRM for new PayPal sales Read More...
    When this happens...
    HubSpot CRM Successful Sale
     
    Then do this...
    HubSpot CRM Create Deal
    Adding contacts to your customer relationship management platform is a great way to grow your lists, but it requires a lot of manual work on your part. Use this integration from Appy Pie Connect to automatically create a new contact or a new opportunity in Hubspot CRM whenever a sale is successfully completed in PayPal. This way, you can grow your business sales like never before.
    How It Works
    • A successful sale occurs in PayPal
    • Appy Pie Connect creates a new deal in HubSpot
    What You Need
    • A PayPal account
    • A HubSpot CRM account
  • HubSpot CRM HubSpot CRM

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    When this happens...
    HubSpot CRM {{item.triggerTitle}}
     
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Connect HubSpot CRM + OneNote in easier way

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Note In Section

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

    Actions
  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates 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 HubSpot CRM & OneNote Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate HubSpot CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select OneNote as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate OneNote with Appy Pie Connect.

    (2 minutes)

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

Integration of HubSpot CRM and OneNote

HubSpot CRM?

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?
  • 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.

  • Integration of HubSpot CRM and OneNote
  • 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 .

  • Integration of HubSpot CRM and OneNote
  • 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.

  • Benefits of Integration of HubSpot CRM and OneNote
  • The process to integrate HubSpot CRM and Nutshell 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.