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OneNote + Redtail CRM Integrations

How to connect OneNote + Redtail CRM

Zapier lets you send info between OneNote and Redtail CRM automatically—no code required.

When this happens...
OneNoteOneNote
New Note in Section

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

automatically do this!
Redtail CRMRedtail CRM
Create Activity

Creates a new activity in your database.

Supported triggers and actions

What does this mean?

How OneNote + Redtail CRM Integrations Work

  1. Step 1: Authenticate OneNote + Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

OneNote Tutorials

About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
Learn More

Related categories

  • Microsoft
  • Notes

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn More

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